Bill head shot 4 (1)

Bill Donaldson - Donaldson Financial Wellness Network, LLC

Realize Your Potential

After nearly twenty years in financial services, I felt that there was 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.

Meet The Coach

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. Bill has advanced training as a divorce mediator and as a financial specialist in the collaborative divorce process. He completed the Master of Science in Taxation (MST) program at the University of New Haven in 2010 and lectures 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 led 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 the membership chair in the Westport chapter of the National Association of Divorce Professionals.
He currently lives in Newtown, CT with his wife Kristen and son Robby.In his spare time Bill is an active leader in his local and regional cub scout organizations and serves as treasurer for Two Coyotes Wilderness School. He enjoys spending time in Vermont with his family at their rustic cabin in the woods.


The Initial Four-Step Core Process

Individual money coaching is designed as a positive and productive way to explore, discover and transform your unconscious patterns and behaviors around money that keep you from being successful. Through the 4-step Core Process we explore together your Money Biography, identify from whom you’ve inherited patterns (both positive and negative) and how to manage their influences. We then determine which of your gifts, talents and abilities are most valuable to you and how to leverage them to achieve your highest potential. The Money Coaching Process is highly experiential and during these sessions you will learn how you are “hardwired” around money in ways that are generally not fully conscious. By the end of the fourth session, you will have a clear understanding of your core money patterns and their origin and can begin to work on your “Money Coaching Action Plan.”

Money Coaching Action Plan

Change of any kind can only take place under certain conditions. In Money Coaching, these conditions are threefold:

1. An understanding and new level of awareness of what the problem or issue is
2. The willingness to change, which literally involves doing something different than what we’ve been doing previously
3. Implementing new strategies and actions for change

On-going Coaching: Support and Accountability

As your money coach, I will work with you on an on-going basis to support you and help you to stay on track and accountable to creating the changes you desire.

One of the core beliefs in Money Coaching is that awareness needs to be followed through with action in order for meaningful change to occur. I am committed to working with you on an on-going basis and consider myself a partner in your success. On-going support and coaching programs are designed to your particular need. This can be accomplished in a series of weekly or bi-weekly sessions to help you implement the changes you desire.

Learning about the Eight Money Archetypes is a dynamic and exciting way to become aware of your underlying patterns and behaviors around money.

These Archetypes are present in all of us. You will take a Money Type Quiz and we will take a look at the unique blend of types that are currently active in your life, which are beneficial and which ones need your attention to create the right blend of factors to help you move towards prosperity and a more purposeful life.

Whether you’re going through divorce, loss of a loved one, retirement or change of carreer, there are a lot more than financial issues happening in your life. It’s a challenging time and sometimes making important financial decisions is especially difficult.

With nearly 15 years of specializing in financial transitions (mostly divorce), I’ve helped many individuals transition to their new life by offering compassionate, supportive advice that’s always in her or his best interest as well as providing resources to other areas beyond my expertise.

As a Certified Money Coach, I also help people in transition face their fears around money which often times are surfacing after a long, dormant period. Being thrust into making financial decisions during and after a major transition can be a serious challenge. Uncovering where those fears are coming from is the first step toward transformation and empowerment.

Designations & Associations

If you are ready to go beyond traditional financial advice and strive for financial wellness, please contact me today for a consultation.