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, www.hollypthomas.com/book, $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