Holly Donaldson Financial Planning provides personalized financial planning through consultations. HDFP does not sell financial products or manage assets. The firm helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, allocate assets, plan for education and retirement, and plan their estate. HDFP may assist in finding a third-party investment manager, but the client makes all final decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Checkup/Review: For big picture questions or a second opinion on existing plans or investment proposals. Generally takes 3-5 hours.
- Retirement Road Map: Financial planning software is used to model best, middle- and worst-case scenarios. Scenarios may address retirement age, Social Security, long-term care costs, maintaining lifestyle, market fluctuations, asset allocation, and tax minimization. Generally takes 6-12 hours.
- Hourly Planning Engagements: For established clients who need advice on a limited scope of work. The hourly rate is $425.
Hourly Rate:$425/hr
Loading...