HOLLY DONALDSON FINANCIAL PLANNING LLC
SEMINOLE, FLORIDA

HOLLY DONALDSON FINANCIAL PLANNING LLC, Seminole

Over time, my awareness of money evolved into an interest in economics – piggy banks on the grand scale. I learned about the difference it made in individual lives – and in the lives of nations – when people chose wisely. And after many years of working with clients of a major commercial bank, I discovered that I had a genuine passion for helping people put all the important pieces of their financial lives on the table, then working with them and other professionals to help them identify and achieve their dreams. As you can see throughout this site, the Value of Choice is very important to me and to my clients, some of whom dream of travel or going back to school or volunteering or spending more time with family. So maybe being a Certified Financial Planner™ is a great choice after all, if you’re committed to making a difference. Ballerinas maybe. Or movie stars. But helping people understand and make the most of their financial resources? Not so much. Having said that, it is also true that a great many little girls have a powerful desire to do something that helps others. Some of those girls become doctors, nurses, teachers, preachers, social workers, veterinarians, GREAT moms, or they may even run for office. And then there are those of us who turn that desire in the direction of helping people change their lives in a different way... We will strive to maintain a high level of knowledge and ability by keeping current on continuing education in our field. We will not provide advice in areas where we are not capable. We will endeavor to be mindful of the potential for misunderstanding that can accrue in normal human interactions. We will be diligent to keep actions and reactions so that a thinking client, or other professional, would not doubt intentions. In all actions we will be mindful that in addition to serving our clients, we are in the business of building a profession and our actions should reflect this. Example: Yes, I would like to receive emails from Holly Donaldson Financial Planning, LLC. (You can unsubscribe anytime) By submitting this form, you are granting: Porchview Publishing LLC, 970 Lake Carillon Drive, St. Petersburg, FL, 33716, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact. I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using Here are some of the many ways in which financial planning supports the efforts of our clients to achieve their goals – and have the freedom of making the choices that are right for them: We begin by pulling together all the financial pieces of an individual’s life – or the life of a family or small business – as they exist today (insurance, pension, savings, investments, home, business, etc.) With a clear picture of where you are now, the next step is to help you identify specific and measurable goals, both personal and financial. Specific concerns for corporate executives and business owners What can you do to improve your own financial literacy? How can you help others improve theirs? What should our policy be in schools and in Congress about financial education topics? Welcome. We offer fee-only, hourly, and fixed-fee financial planning for Tampa, St. Petersburg, Clearwater and surrounding areas. We do not touch our clients’ money but help them strategize and integrate business and personal finances. We sell no products other than our expertise, experience and creativity in helping our clients reach their goals. How May We Help You? 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 clients with sophisticated planning and access to proven professional teams. As a fee-only, fiduciary-based financial planning practice, Holly Donaldson Financial Planning, LLC receives no referral fees or commissions from third parties. Here are some of the many ways in which financial planning supports the efforts of our clients to achieve their goals - and have the freedom of making the choices that are right for them: First question: Where are you now? We begin by pulling together all the financial pieces of an individual's life - or the … Example: Yes, I would like to receive emails from Holly Donaldson Financial Planning, LLC. (You can unsubscribe anytime) By submitting this form, you are granting: Porchview Publishing LLC, 970 Lake Carillon Drive, St. Petersburg, FL, 33716, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact. I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using Example: Yes, I would like to receive emails from Holly Donaldson Financial Planning, LLC. (You can unsubscribe anytime) By submitting this form, you are granting: Porchview Publishing LLC, 970 Lake Carillon Drive, St. Petersburg, FL, 33716, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact.

KEY FACTS ABOUT HOLLY DONALDSON FINANCIAL PLANNING LLC

Company name
HOLLY DONALDSON FINANCIAL PLANNING LLC
Status
Active
Filed Number
L06000080378
FEI Number
205349751
Date of Incorporation
August 14, 2006
Age - 18 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://hollypthomas.com
Phones
(813) 781-8040

HOLLY DONALDSON FINANCIAL PLANNING LLC NEAR ME

Principal Address
8085 Quinn Court,
Seminole,
FL,
33777,
US
Mailing Address
P.O. Box 4654,
Seminole,
FL,
33775,
US

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Officers and Directors

The HOLLY DONALDSON FINANCIAL PLANNING LLC managed by the one person from SEMINOLE on following positions: Manager

Holly P Donaldson

Position
Manager Active
From
SEMINOLE, 33777





Registered Agent is Holly P Donaldson

From
Seminole, 33777

Events

February 12, 2018
LC AMENDMENT AND NAME CHANGE
January 22, 2010
LC NAME CHANGE
September 25, 2006
LC NAME CHANGE

Annual Reports

2023
February 19, 2023
2022
February 1, 2022