In 2013, after 15 years in the financial services business, 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.
In 2019, the desire to help people achieve total peace of mind led me to an Interfaith / Interspiritual seminary program (One Spirit Interfaith Seminary in NYC) and I was ordained in June of 2021 as an Interfaith Minister. The merger of the financial and spiritual worlds continues to evolve for me and for my clients. My ultimate goal is to help as many people as possible achieve a more peaceful, joyful life. I believe that is only possible by incorporating spiritual growth into our lives.
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 Newtown, CT. In addition to the Certified Financial PlannerTM designation, Mr. Donaldson is also a Certified Money Coach, Registered Investment Advisor and Interspiritual minister. 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.
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 and director of the Association of Divorce Financial Professionals. Most currently he founded and leads the Conscious Divorce Team of CT and holds the trademark for the term Conscious Divorce(R). To learn more about this new concept of divorce please visit www.consciousdivorcegroup.com.
He currently lives in Newtown, CT at Sticks and Stones Farm – a nature / spiritual retreat center (www.sticksandstonesfarm.com) where he operates his financial practice from and volunteers as the founder and president of the non-profit company Love Has a Home, Inc. (www.lovehasahome.org). He enjoys many outdoor activities and spending time in Vermont with his teenage son at their rustic cabin in the woods.