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How’s That New Gym Membership Working Out?

Financial Education, Fun Stuff, Personal FinanceBy Kristi SullivanJanuary 25, 2017

According to a survey of 5,000 people by GoBankingRates in 2016 the top five New Year’s Resolutions were:   Enjoy Life to the Fullest Live a Healthier Lifestyle Lose Weight Spend more time with family and friends Spend less, save more   In order to achieve Resolutions 2 and 3, many people joined a new…

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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