After nearly twenty years in financial services, I felt that there is a major piece of the puzzle missing from traditional financial planning. If people are struggling in other areas of their lives, it creates an obstacle to achieve success in their finances. Based on this premise, I founded Donaldson Financial Wellness Network, LLC so that I could pull together professionals from all areas of life – financial, emotional, physical, spiritual – and help my clients realize their true, unlimited potential.
If you are seeking more than just financial advice and you would like a dedicated partner to help you achieve all that you were meant to be, please call today to arrange for a consultation to discuss how I might be able to assist you.
BILL DONALDSON, CFP®, is the founder of Donaldson Financial Wellness Network, LLC. located in Westport, CT. In addition to the Certified Financial PlannerTM designation, Mr. Donaldson is also a Certified Money Coach and a Registered Investment Advisor. Bill has advanced training as a divorce mediator and as a financial specialist in the divorce process. He completed the Master of Science in Taxation (MST) program at the University of New Haven in 2010 and has lectured both locally and nationally on the topic of divorce finance and taxation.
His passion to help people was initially realized in a fifteen year career as a police officer, most of which was served as a CT State Trooper. He retired from the State Police in 2002 to turn his part-time financial advisory practice into a full-time second career.
Bill has held many leadership positions in various professional organizations including director, treasurer and co-president of the CT Council for Non-Adversarial Divorce, President and co-founder of the Collaborative Divorce Team of CT, director of the Association of Divorce Financial Professionals, and is currently serving as Director of the Westport chapter of the National Association of Divorce Professionals.
He currently lives in Washington Depot, CT with his wife Kristen and son Robbie. In his spare time Bill volunteers for two non-profit organizations. He has served as treasurer for Two Coyotes Wilderness School for the past four years, and in 2017 he founded and is President of Love has a Home, Inc. (www.lovehasahome.org). He enjoys coaching sports and spending time in Vermont with his family at their rustic cabin in the woods.