Donaldson Financial Wellness Network

Donaldson Financial Wellness Network Donaldson Financial Wellness Network is a financial consulting firm whose goal is to help our clients achieve peace of mind in all areas of life.

I am a Certified Financial Planner, Certified Money Coach and a Registered Investment Advisor. I have additional expertise in taxation, divorce financial planning, and divorce mediation. I promote sustainable, responsible investment strategies and believe everyone should be more conscious about knowing where their money is and what it is doing. As a money coach, my goal is to not just provide traditional financial services, but to help my clients achieve their highest potential and peace of mind in all areas of their lives.

10/22/2024

Join us on Oct 30th at Sticks and Stones Farm for Conscious Money Conversations, a transformative event exploring the intersection of money and spirituality. Reflect, connect, and grow in a safe and supportive setting. Only $25! Limited spots available.

12/01/2023

Channel 23 is the Public Access Channel serving Danbury, Bethel and Ridgefield, Connecticut.

12/01/2023

This link will take you to a page that’s not on LinkedIn

I'm looking forward to joining my colleague Bob Opotzner today on his weekly cable TV show at 2pm. We'll be chatting abo...
12/01/2023

I'm looking forward to joining my colleague Bob Opotzner today on his weekly cable TV show at 2pm. We'll be chatting about the benefits of money coaching among other things. It's going to be a fun show!

You can catch it live on Facebook at: Facebook.com/Channel23Danbury

Channel 23 is the Public Access Channel serving Danbury, Bethel and Ridgefield, Connecticut.

Group coaching on Zoom to reduce debt fast begins on 11/8. Click on the newsletter link to learn more and please pass al...
11/04/2022

Group coaching on Zoom to reduce debt fast begins on 11/8. Click on the newsletter link to learn more and please pass along to anyone who might benefit. Thanks!

Help Someone Reduce Their Debt Today! -
11/04/2022

Help Someone Reduce Their Debt Today! -

Help Your Clients Get Out of Debt! -
10/14/2022

Help Your Clients Get Out of Debt! -

Find Your Peace with the Yoga of Money Workshop -
08/31/2022

Find Your Peace with the Yoga of Money Workshop -

Address

197 Hutingtown Road
Westport, CT
06470

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12039150718

Website

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