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Nov242025

Funny Thoughts About Thanksgiving

Fun StuffBy Kristi SullivanNovember 24, 2025

Who are we kidding?  Even if you are checking email today, you don’t want to read about personal finance the day before you start overspending for the holidays.  So, to give us all a break (me included), here are some…

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Nov172025

What Do The Fed’s Decisions Mean for Mortgage Rates?

Financial EducationBy Kristi SullivanNovember 17, 2025

As someone who has lots of friends who are Realtors and clients who are looking to buy and sell, I’m very interested in people’s perceptions of what mortgage rates will do in the next 6 months or so. Lots of…

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Nov102025

No Religion or Politics – What WILL We Talk About?

Fun StuffBy Kristi SullivanNovember 10, 2025

There have probably been years when family gatherings were more fraught with conversational pitfalls, but 2025 has to rank up there for most possibilities of thrown mashed potatoes from offended cousins. Why not come armed to the table – not…

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Nov32025

Who is Kristi’s Ideal Client?

Fun Stuff, UncategorizedBy Kristi SullivanNovember 3, 2025

I recently did an experiment with AI to see if my website describes my ideal client accurately.  It’s important as a business owner to know if I’m reaching the potential clients that are the best fit for the firm’s offering.…

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Oct272025
Halloween

Five Funny Quotes About Halloween

Fun StuffBy Kristi SullivanOctober 27, 2025

It’s the day before Halloween, so you must be running around costuming your kids/pets/self and buying candy.  So, no boring finance stuff, just a few laughs.   “Last Halloween, there was a knock on the door.  I looked out the…

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Oct132025

Start Your Holiday Shopping Now!

Fun StuffBy Kristi SullivanOctober 13, 2025

So, to keep you from panic-buying the most expensive, yet thoughtless, gifts in desperation, here is my annual reminder – along with some cool gift ideas:  Get to planning and executing on your holiday shopping list NOW! Personal, unexpected gift…

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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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DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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