HOLLY DONALDSON FINANCIAL PLANNING LLC
SEMINOLE, FLORIDA

HOLLY DONALDSON FINANCIAL PLANNING LLC is a fee-only, fiduciary-based financial planning firm based in Pinellas County, Florida, with operations primarily serving the Tampa Bay area including cities such as Tampa, St. Petersburg, and Clearwater. Founded on August 14, 2006, by Holly P. Donaldson, who serves as Manager, the organization is dedicated to assisting individuals, families, and small businesses achieve their financial goals through strategic planning and informed decision-making. With over three decades of experience in the financial services sector and holding various degrees including an M.B.A., Ms. Donaldson offers a sophisticated blend of expertise, leveraging her CFP™ certification to guide clients toward successful outcomes. The firm's approach is centered on providing fee-only hourly or fixed-fee financial planning services, intentionally avoiding commissions from third parties to eliminate conflicts of interest. HOLLY DONALDSON FINANCIAL PLANNING LLC focuses on assembling the comprehensive 'financial picture' for their clients by integrating all aspects such as insurance, pensions, savings, investments, and real estate. This ensures a holistic view that allows for setting specific, measurable goals to optimize both personal and financial futures. The firm prides itself on not only helping meet existing needs but also enhancing financial literacy among its clients. The company's strategic operations are supported by advanced tools like Constant Contact for email communications, emphasizing privacy in accordance with their Email Privacy Policy. Engagements typically begin with an initial phone consultation to assess the suitability of their services, which can be delivered either in person at their office or remotely. Originally incorporated as INDEPENDENT INSIGHTS OF FLORIDA, LLC and later HOLLY P. THOMAS, LLC, the firm underwent a significant transition on February 12, 2018, with an LC Amendment and name change, reflecting its current identity. Its most recent annual report was filed on February 18, 2024, under file number L06000080378. The headquarters of HOLLY DONALDSON FINANCIAL PLANNING LLC is located at P.O. Box 4654, Seminole, FL, with the primary line of contact being (813) 781-8040. The company's insights and updates are made available on its website, accessible via hollypthomas.com.