HOLLY DONALDSON FINANCIAL PLANNING

Holly has been a featured speaker 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 2013 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... Holly Donaldson Financial Planning, LLC provides advice-only, fee-only services virtually from the Tampa-St. Petersburg-Clearwater area... In a recent newsletter, I talked about the piggy bank I had when I was growing up. I dutifully kept my quarters and JFK half-dollars in it. When I asked my parents for something that they..

Also known as: Holly, Holly Donaldson Financial Planning, LLC

Primary location: Seminole United States