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Your Financial Goals: Are you keeping your New Year’s resolution?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 12, 2017

Yes, I know that New Year’s was a few months ago, but I just thought I’d check in and see how you’re doing with all of those financial goals you made at the beginning of the year.   Here’s an article that might get you back on track: Jean Chatzky, one of my favorite personal…

cleaning out

Everything But The House: Cleaning out someone’s lifetime of stuff

Families and Finance, UncategorizedBy Kristi SullivanApril 12, 2017

Cleaning Out + Emotions = Feeling Overwhelmed   One of the blogs that I have gotten the most response from was where I implored people to start cleaning out stuff so their kids don’t have to.  Okay, let’s say that proactive wish didn’t come true and now YOU must clean out someone else’s lifetime full…

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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