No-nonsense advice for strong personal finance.

Advice quote

You know how sometimes it’s better to hear something from an outside coach or counselor than your own parents or spouse?  Maybe that’s true for blogs, too!  So, for a fresh perspective and some down to earth advice, check out this column from Jonathan Clements.

Financial Beliefs You Might Not Like by Jonathan Clements 

As a quick nod to the last few weeks’ series on budgeting, check out tip #8.  It’s a plug for the Save-First method – my favorite!

Stay tuned for my next series:  Decoding Financial Planning Jargon.  This one could take a few months to get through!

 

 

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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.