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How Do I Pick the Best Stocks? I Don’t!

Financial Education, Investment Education, Personal FinanceBy Kristi Sullivan

One of the first things I tell prospective clients who are looking for investment help is that I don’t advise on buying or selling individual stocks.  Why is that?  Laziness?  Lack of confidence?  Don’t have the time?  Yes, all of…

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The Economy and the Stock Market: Not the Same Thing

Financial EducationBy Kristi Sullivan

The pandemic has shown investors is that reading the tea leaves regarding economic indicators doesn’t always translate to obvious investment decisions.  Unemployment is high, small businesses are closing left and right, our nation’s history of a peaceful transfer of power…

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If You Managed Your Relationships Like You Manage Your Investments

Financial Education, Personal FinanceBy Kristi Sullivan

While eating a breakfast burrito (when all the best ideas strike), I was lamenting my inability to convince the world of the importance of staying in their stock investments even when the value is going down.  People SAY they can…

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New Year’s Financial Resolutions

Financial Education, Fun Stuff, Personal FinanceBy Kristi Sullivan

Making New Year’s Resolutions seems silly to many.  Too vague, forgotten by February, setting yourself up for disappointment, blah, blah.  After 2020, making plans of any kind feels ridiculous.  But, if you don’t set goals, it’s unlikely you will achieve…

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A Peek Behind the Denver Real Estate Curtain

Fun Stuff, Personal FinanceBy Kristi Sullivan

This week, I’m tapping into the expertise of Denver Realtor Renee Cohen with Coldwell Banker. With such a hot market, it’s important to have all the information you need before you start your search (or list your home)!   What…

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Get the Heck Outta Town!

Fun StuffBy Kristi Sullivan

Anyone but me ready to wave goodbye to your house for a week or two?  This week I’m pleased to interview Jayne Evert, travel expert extraordinaire, and owner of Go Travel With Jayne to discuss travel trends and ideas for…

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Fee-only, advice-only financial planning for individuals and families in the Denver metro area. Kristi Sullivan, CFP®, is a registered investment adviser in the state of Colorado.

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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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