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Donalies Financial Planningdonaliesfp.com · Low evidenceDonalies Financial Planning, LLC is a Washington, DC-based financial planning firm that helps clients achieve their financial goals through personalized planning. The site outlines an introductory call, a defined planning process and fees, and investment principles/philosophy, with additional resources such as a blog. Regulatory disclosures and contact information (including Form ADV/CRS) are provided on the site.
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