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Show Your Love by Working Towards Financial Goals Together

Fun Stuff, Personal FinanceBy Kristi SullivanFebruary 9, 2016

Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie.   Cost of one dozen red roses delivered:  $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070.  Enough to buy a 7-day Caribbean Carnival Cruise for two!   5th wedding anniversary:  Wood…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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