Donalies Financial Planning, LLC (DFP) was established in May of 2012 to provide financial planning solutions to individuals and businesses.  While DFP can help anyone in need, the firm primarily serves busy professionals and families with young children.

A personal trainer will keep you physically fit; DFP will keep you fiscally fit.


What’s New…

Teaching Children How to Manage Money

I think it’s safe to say all parents want their children to possess

Introducing a New Service: Flat-Rate Financial Planning for Young Professionals

Over the past few years I’ve met many young professionals that want basic

To Merge, or Not to Merge: That is the Question

Several years ago, my then-girlfriend (now wife of nine years!) and I called