Holly Donaldson

Holly Donaldson Financial Planning, LLC

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Holly Donaldson Financial Planning, LLC


Specialist in behavioral economics; connections between money and fulfillment; and the impact of money on relationships - parent-child; spouse-partner; and client-professional.

Author of award-winning monthly e-letter, "View from the Porch" and book: The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing,, $17.95).

Although she is a Certified Financial Planner® and holds a Master’s degree in Economics, in her financial planning practice, Holly does not touch clients’ money or derive income from their investment channels.


*Identifying obstacles to rational money decisions

*Implementing accountability with investment, insurance, tax, legal, and banking professionals

*Harmonizing financial goals with lifestyle planning