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Sep12021

The Four Tendencies: Rebels as Investors

Fun StuffBy Kristi SullivanSeptember 1, 2021

Calling all Bitcoin and Tesla groupies!  This one is for you!   A Rebel was the child who said, “You’re not the boss of me,” to his parents and the adult who says, “You’re not the boss of me,” to,…

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Aug232021

The Four Tendencies: Questioners as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanAugust 23, 2021

As an Upholder (me), Questioners (people I may be married to) can drive me bonkers.   My attitude toward tasks and decisions is, “Get the information from an expert (maybe two) and do it already.”  I don’t tend to ask why,…

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Aug162021

The Four Tendencies: Obligers as Investors

Financial Education, Fun StuffBy Kristi SullivanAugust 16, 2021

Obligers are the most common of the Four Tendencies.  They tend to make fabulous friends, co-workers, family members, and spouses.  That is because, “they tend to meet deadlines, keep their promises and follow through for others.”   Where Obligers struggle…

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Aug92021

The Four Tendencies: Upholders as Investors

Financial Education, Fun Stuff, UncategorizedBy Kristi SullivanAugust 9, 2021

First of all, did you take the quiz?  Click here if you want to take it now.   Upholders will have taken the quiz because I asked them to, and they are curious about themselves.  Obligers will have taken the…

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Aug22021

What’s Your Investment Tendency?

Financial Education, Fun StuffBy Kristi SullivanAugust 2, 2021

Alert, Dear Readers, I have found religion!  No, it is not the International Church of Cannabis that is walking distance from my house.  The Good Book to which I near constantly refer is Gretchin Rubin’s The Four Tendencies.   This…

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Jul262021

A Lean, Mean, Small Business Machine

Financial Education, Fun StuffBy Kristi SullivanJuly 26, 2021

Being the ultimate in small businesses, a company of one, I’m always thinking of ways to have higher profit margins without sacrificing customer service or constantly raising prices.  Sound familiar?  So, here are three ideas from that awesome business coach,…

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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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