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CNN Money

CNN Money asks Kristi how to Save (and Dress) like a Grown-Up

UncategorizedBy Kristi SullivanAugust 2, 2017

It’s my passion.   I know I should be excited to be quoted in this piece from CNN Money – and I am. But what I’m REALLY excited about is that they’re asking a question that relates to one of my favorite pastimes. Consignment clothes shopping. Yes, whether it’s in a meeting or walking down…

robo-adviser

Robo-Advisers: Should a Robot Be Planning My Future?

UncategorizedBy Kristi SullivanAugust 2, 2017

A hot topic among my financial planner friends these days is whether we will all be unemployed by the advent of robo-advisers.  Will machines take over financial planning where humans were once needed? Is all technology an advancement?   Like all technology disruptions (Uber to taxis, Amazon to physical stores, Microsoft Word to steno pools),…

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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