About Company

Donalies Financial Planning, LLC is a Washington, D.C.–based financial planning firm located at 6607 16th Street NW that provides personalized financial planning and investment guidance to help clients define and achieve their financial goals; Donalies Financial Planning offers appointment-based consultations, comprehensive financial plans, clear fee disclosures and resources such as Form ADV and Form CRS, and is led by Charles (“Chuck”) Donalies (contact via [email protected]) to support individuals with tailored planning, investment principles, and ongoing client service.

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