Kristi's Quotes

Kristi’s Quotes: Financial Decoding with U.S. News & World Report

Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear.

Say what?

 

“Meeting with a financial professional can be key to getting your finances on track. But one thing that doesn’t make it easier: When your financial advisor seems to be speaking an entirely different language.

“Deleverage” … “Fixed income” … “Tax-loss harvesting.” What the heck is your advisor even talking about when he uses these terms? U.S. News tapped certified financial planners to round up their least favorite financial jargon – and to translate what your financial professional is actually saying. Their top 10 peeves are below.”

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.