Holly P. Thomas

Biography

Before starting a fee-only financial planning practice in 2006, Holly Thomas spent 21 years in banking, primarily with First Union/Wachovia (now Wells Fargo), where she served as a Senior Vice President in the Private Wealth Management division. During her banking career, she was nominated by one of her clients and featured in Inc. magazine as a “Banker You’ll Love.”
Holly has been a featured speaker on the psychology of money in diverse venues, from university classrooms to national conferences. Quoted in the Wall St. Journal, InvestmentNews, Financial Advisor, Money, and Moremagazines, her area of interest is money’s part in family and professional relationships. Her 2013 book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called “..a great addition to an advisor’s shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads” by NAPFA Advisor magazine.

Her free monthly e-letter, “The View from the Porch,” received the All Star award from Constant Contact for its content in 2012, 2013, and 2014.

Holly holds 2 master’s degrees from the University of South Florida: an MBA in Finance and MIS; and an M.A. in Economics. She received her B.A. in Economics from Davidson College in 1986 and CFP® certification in 2004.

A Florida native who studied in India, Holly enjoys cooking Asian cuisine, hiking, birding, and snowskiing. She has no kids, no pets, and all plants entrusted to her care have passed on.

Smashwords Interview

Describe your desk
As a fee-only financial planner who focuses on the psychology of money, I have to have a distraction-free desk. I own a lot of charts, but I rarely use them. In the beginning of a client relationship, being a good listener is more important than spouting off numbers. This means clients are greeted with completely open space. As the picture of their financial future begins to take shape, we can call on only the tools we need, most of which are on my laptop.
Where did you grow up, and how did this influence your writing?
A lot of writers are also voracious readers. I grew up in Brandon, Florida, a suburbs of Tampa. My mother was an English teacher, so I learned to read at an early age. In fact, the private school I attended for kindergarten recommended skipping me to 1st grade at age 4, which my parents debated about, but then agreed to. In 3rd grade I begged to go to public school with the rest of the neighborhood kids, and they agreed to that, too. I graduated from high school at age 16 and college at 20. Throughout school, college, and through today, I received accolades about my writing. My 6th grade teacher, Sandra Bauer, was the most encouraging in my formative years.
Read more of this interview.

Where to find Holly P. Thomas online


Where to buy in print


Books

How Does Your Money Flow? A Mindful E-Guide To Common Saving, Spending, and Sharing Decisions
Price: $3.99 USD. Words: 10,270. Language: English. Published: January 15, 2016. Categories: Nonfiction » Business & Economics » Personal finance / budgeting, Nonfiction » Business & Economics » Personal finance / retirement planning
Planning for your financial future can seem like a drab numbers game. How Does Your Money Flow? takes readers on a journey to discover how much is really enough. With self-assessment exercises, the book uncovers the true meaning of home, health, charity, and how money impacts our relationships. With needs, wants, and wishes uniquely defined, you will feel far more prepared to make money decisions.

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