Welcome. As a fully virtual financial planning practice now located in Gainesville, Florida, we continue to serve clients in Tampa Bay, throughout Florida and nationwide.

We do not touch our clients’ money but help them strategize and integrate aspects of their personal finances. We sell no products other than our expertise, experience and creativity in helping our clients reach their goals.

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Retirement, Tax & Investment Planning | Independent Financial Review

Proudly Featured in NAPFA Advisor Magazine

Discover how Holly Donaldson empowers clients with personalized, advice-only financial planning.

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Clients Include:

  • DIY Investors
  • Business Owners
  • Scientists & Engineers
  • Government Employees
  • Women & Wealth

What's On Our Clients' Minds

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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.”
  • “How can I tell, exactly, what I’m paying to have my finances managed?”

These are important concerns, worthy of serious answers. With over 25 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 clients with sophisticated planning spelled out in simple language. As a fee-only, fiduciary-based financial planning practice, Holly Donaldson Financial Planning, LLC receives no referral fees or commissions from third parties.

 

About Holly Donaldson, CFP®

“There’s more than one way to skin a cat,” my father used to say. Over more than 25 years in financial services, I’ve learned there’s more than one helpful way to provide financial advice. The way that works for one person might not work for the next. For me, a project-based, as-needed approach to financial planning keeps me focused on what I know best. Not everyone needs a financial chauffeur in their lives. Some only want a navigator.

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Holly Donaldson

Even people who are "good with money" can have trouble making money decisions.

“As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.”

~ Jennifer Lazarus, CFP®
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