As a fully virtual financial planning practice based in Tampa Bay, we serve clients throughout the United States seeking one-time advice as-needed, without ongoing commitments.

Our clients often come to us with important concerns on their mind.

“How do I not outlive my money?”

“How do I know how much is enough?”

“It feels as though my financial life has been put together piecemeal.”

“I thought I was getting a relationship with a financial professional, but all I got was a transaction.”

“I’m going through a tough life transition and keep getting stuck.”

“I’m not sure my financial professional really understands my goals – or what I’m all about.”

These are important concerns, worthy of serious answers. With over 30 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner™ certification, Holly Donaldson built a practice by providing sophisticated planning spelled out in simple language.

Holly has been a featured speaker and trainer in diverse venues, from university classrooms to national conferences. Quoted in the Wall St. Journal, The Penny Hoarder column, InvestmentNews, Financial Advisor, Money, and More magazines, as well as Marotta on Money, Centsai.com, CNBC.com, and Headspace.com, her area of interest is the psychology of money and its effects on personal and professional relationships. Her book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called “..a great addition to an advisor’s shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads” by NAPFA Advisor magazine.

Her free monthly e-letter, “The View from the Porch,” received Constant Contact's All Star award for reader engagement in multiple years since 2012.

Holly spent 21 years in banking where she served as a Senior Vice President in Private Wealth Management. During her banking career, she was nominated by a client as a "Banker You'll Love" and featured in Inc. magazine.

To schedule an introductory call, copy and paste this link to the online calendar:

https://go.oncehub.com/hollypthomas