Holly P. Thomas, LLC was formed in 2007 to provide fee-only, hourly and fixed-fee financial planning. We do not touch our clients’ money but help them strategize and integrate their business and personal finances. We sell no products other than the product of our own expertise, experience and creativity in helping our clients reach their goals.
How may we help you?
Our clients often come to us with very important concerns on their mind. For example:
- What if I outlive my money?
- How do I know how much is “enough” for me and my family?
- It feels as though my financial life has been put together piecemeal.
- I thought I was getting a relationship with a financial professional, but all I got was a transaction.
- I’m not sure my financial professional really understands my goals – or what I’m all about.
- How can I tell, exactly, what I’m spending to have my finances managed?
These are important concerns, worthy of serious answers.
With over 25 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner(TM) certification, Holly built a practice by providing clients with sophisticated planning and access to proven professional teams.
As a fee-only financial planning practice, Holly P. Thomas, LLC receives no referral fees or commissions from third parties.