In a recent newsletter, I talked about the fact that I had a piggy bank when I was growing up. I dutifully kept my quarters and JFK half-dollars in it. When I asked my parents for something that they thought I should pay for, they would say, "Holly, if you want that, you know you can always break your piggy bank." …
Welcome. 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.
In her capacity as a Personal CFO, Holly acts as a Master Chef in selecting and combining the elements of each client's financial plan (see the sidebar to the right). Here are some of the many ways in which we support the effort of our clients to achieve their goals - and have the freedom of making the choices …
Latest Blog Post
The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, “I don’t mind. The government has a lot of good programs.” (I responded, “Ok. How can you be sure your money will go to the programs …