Holly Donaldson Financial Planning, LLC is a trusted brand that offers virtual, advice-only, fee-only financial planning services. Based in Seminole, Florida, they primarily serve clients in the Tampa-St. Petersburg-Clearwater area, but also work with clients across the United States.

With over 25 years of experience in financial services and an impressive list of credentials, including an M. B. A, a Masters in Economics, and a Certified Financial Planner™ certification, Holly Donaldson provides clients with sophisticated planning in simple language.

As a fee-only, fiduciary-based practice, Holly Donaldson Financial Planning, LLC focuses on helping clients strategize and integrate various aspects of their personal finances to achieve their goals. The brand takes pride in not selling any products, but instead offering their expertise, experience, and creativity to help clients make informed financial decisions. Whether clients are concerned about outliving their money, knowing how much is enough, or seeking understanding and guidance through life transitions, Holly Donaldson and her team are dedicated to providing serious answers to these important concerns.

With Holly's book and the award-winning monthly letter, The View from the Porch, clients can also stay informed about timely information and tax tips, delivered with humor and fun. To get started, clients can schedule an exploratory call with Holly to discuss their needs, goals, and find the right steps for their financial journey. With Holly Donaldson Financial Planning, LLC, clients can expect personalized attention and a tailored approach to their financial planning needs