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Sullivan Financial Planning
Putting the Financial Pieces Together
Sullivan Financial Planning
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  • Welcome
  • About Me
  • Work With Me
    • Online Classes for the Do-It-Yourselfer
    • Financial Planning Consultation
    • In-Depth Financial Planning
    • Hire Kristi to Speak
  • Blog
    • In the Media
  • Get In Touch
  • Financial Calculators
Jun72018
yard sale, denver financial planner

I LOVE a good yard sale!

Fun StuffBy Kristi SullivanJune 7, 2018

I hate clutter.  And most anything that doesn’t have immediate use to me is clutter.  My mom once said about me, “Don’t stand still in Kristi’s house for more than two minutes or she’ll donate you to Goodwill.”  Some people…

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May312018
caregivers, denver financial planner

Retirees who don’t have built in caregivers

Families and FinanceBy Kristi SullivanMay 31, 2018

Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary.  People worked until they could no longer physically do so and then died shortly after.   Generations of families lived together, so Grandma took care of the…

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May242018
change, denver financial planner

Can Change Change Your Life?

Financial EducationBy Kristi SullivanMay 24, 2018

No, the title isn’t a typo!  Recently two concepts have been in the news that make me ponder how much small change can change your future.  The first is a poll conducted by YouGov Omnibus in January of 2018 which…

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May172018

WTF (What the Finance) is…Asset Allocation?

Financial EducationBy Kristi SullivanMay 17, 2018

A term we financial planners throw at our clients a lot is Asset Allocation.  What does that even mean?  Well, it’s only the most important decision you make with your investments!   Asset Allocation Asset Allocation is simply the percentage…

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May122018
mother's day, denver financial advisor

Funny quotes about Mother’s Day

Fun StuffBy Kristi SullivanMay 12, 2018

Well, these are more like quotes about motherhood, but what better time of year to share them?  Happy Mother’s Day!   “Mothers of teenagers know why animals eat their young.” ~ Author Unknown   “It would seem that something which…

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May32018

Streamlining for Health and Wealth: An Interview with Tam John

Financial EducationBy Kristi SullivanMay 3, 2018

I’m happy to welcome back Certified Nutritionist and author of A Fresh Wellness Mindset, Tam John.  Our theme this month, in honor of Spring Cleaning, is Streamlining, both physical and financial wellness.  Let’s start with Tam’s 3 tips to get…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: I lost my job at 55 and started my own successful business. I now constantly get texts from friends and former coworkers asking how I did it. What do I do?
  • The Moneyist: ‘What the hell!’ I’m 28, have no debt, a 401(k), Roth IRA and $45K in cash. Should I save for a house or buy a Tesla Model 3?
  • The Moneyist: ‘Warren Buffett and Harry Potter couldn’t get those two retired early’: When financial advisers can’t make their clients see the light
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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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