Thanks for the Referrals!

It’s November and what a perfect time to thank my wonderful network of friends, clients, and colleagues for giving my name to their friends, clients, and colleagues! So, here is a list (in no particular order and probably incomplete) of people who have referred Sullivan Financial Planning in 2015: Erica Johnson, Ambler and Keenan David…

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Happy New Year from Sullivan Financial Planning

Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s) Pre-retirees or people who have recently retired (50s and beyond) Following are the New Year’s…

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Funny Quotes About Christmas

“Santa Claus has the right idea. Visit people only once a year.”  ―Victor Borge   Once again, we come to the Holiday Season, a deeply religious time that each of us observes, in his own way, by going to the mall of his choice.  ―Dave Barry   “Keep your friends close, your enemies closer, and…

fee only financial planning denver

Fun Holiday Splurges

A financial planner telling you how to spend MORE money over the holidays?  What madness is this?  Well, I’ve about read my fill of articles telling me to make a list and check it twice before double buying gifts for Great-Aunt Gertrude (by the way I do use a Christmas list and it really works!). …

Bonus Blog – Ranger Cookie Recipe

Hello, loyal readers!  Last week, I started a pretend business to explain the difference between stocks and bonds.  Kristi’s Ranger Cookie Food Truck is sure to be a smashing success thanks to this recipe: Cream together:  1/2 Cup Butter, 1/2 Cup Sugar, 1/2 Cup Brown Sugar Add: 1 beaten egg and 1/2 Teaspoon vanilla Sift and…