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Nov182024

Jump Start 2025 with Tips from Sarah Nemecek

Financial EducationBy Kristi SullivanNovember 18, 2024

If you own a business or are in the business of actively managing your career, now is the time to get going on planning for a successful 2025.  To help you focus, I’ve brought in CPA-turned-business-coach Sarah Nemecek for tips…

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Nov112024

WTF (What the Finance) is a HELOC?

Financial EducationBy Kristi SullivanNovember 11, 2024

Anyone who has met with me and is contemplating a remodel knows that I loooove a Home Equity Line of Credit (aka HELOC).  I think every homeowner should have one in place.  If you don’t, maybe this is a New…

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Nov42024

Pocket-Friendly Thanksgiving Potluck

Fun StuffBy Kristi SullivanNovember 4, 2024

Looking to orchestrate a Thanksgiving meal that’s both easy on the host and budget friendly for everyone?  Check out this economical holiday menu.  All that’s left is to delegate. For the host: Roasted Herb Chicken (Instead of Turkey) Why it’s…

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Oct282024

5 Funny Tweets (or X’s or Whatever) for Halloween

Fun StuffBy Kristi SullivanOctober 28, 2024

Forget the fear.  Let’s scream with laughter at these clever Halloween commentators:   “Heard a rival dad is planning to hand out king size candy bars for Halloween so now every trick or treater that comes to my house is…

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Oct212024

Annual Scary and Sweet Stock Market Report

Financial NewsBy Kristi SullivanOctober 21, 2024

Mostly to prove that there is no use trying to time the markets or predict the next “hot” sector (and because I like the title), here again are the scariest and sweetest sectors of the stock market so far in…

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Oct142024

Mastering Your Mortgage with Financing Pro Carol Core

Financial EducationBy Kristi SullivanOctober 14, 2024

The mortgage world is crazy these days.  My clients have so many questions on how to finance that first house, upsized house, or downsized house.  This week I’m thrilled to present the expertise of Carol Core to help make sense…

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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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