Holly Donaldson Financial Planning, LLC is a fully virtual financial planning practice based in Seminole, Florida, serving clients in the Tampa, St. Petersburg, and Clearwater area, as well as clients throughout the United States seeking advice-only help. With over 25 years of experience in financial services and a Certified Financial Planner certification, Holly Donaldson provides clients with sophisticated planning spelled out in simple language, offering a project-based, as-needed approach to financial planning.
As a fee-only, fiduciary-based practice, Holly Donaldson Financial Planning, LLC focuses on helping clients strategize and integrate aspects of their personal finances, without selling any products. With a commitment to understanding clients' goals and concerns, Holly Donaldson offers personalized financial advice and guidance, ensuring that clients make money decisions that are right for them.
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