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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
Jul202020

What Is Your Risk Tolerance – Really?

Financial Education, Investment EducationBy Kristi SullivanJuly 20, 2020

The financial services industry has for years been collectively handwringing about how to measure clients’ real feelings about stock market volatility.  The problem starts with the language we use.  It continues with the overconfidence of people when markets are good.…

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Jul132020

Hot Jobs During the Pandemic

Families and Finance, Personal FinanceBy Kristi SullivanJuly 13, 2020

Tens of millions of Americans have filed for unemployment since March.  Everyone from optometrists to octopi at the local aquarium have seen demand drop for their services as people stay home to stay safe.  If you need income while your…

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Jul62020

Cool Cheap Thrills

Families and Finance, Fun StuffBy Kristi SullivanJuly 6, 2020

Welcome to summertime during a pandemic!  Chances are you are feeling stretched financially, your kids are bored with no camps to attend, you have to download an app to go to the ice cream store, and your neighborhood pool might…

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Jun292020

Your (Financial) Independence Day

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanJune 29, 2020

Some people really want to retire.  Umbrella drinks on the beach, unlimited time to knit, tee times during non-peak hours, and never skiing on a weekend again.  Sounds great, right?   Not for everyone.  More and more, clients tell me…

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Jun222020

What is Your New Reality?

Personal FinanceBy Kristi SullivanJune 22, 2020

The COVID crises reminds me of 9/11 in some ways.  Things we never thought we’d do before (strip to nearly naked in the security line, anyone?) became second nature quickly.  If you had told me 6 months ago that I’d…

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Jun152020

How Will You Recover from 2020?

Personal FinanceBy Kristi SullivanJune 15, 2020

  This is the second in our three Rs series about coming out of 2020 with our sanity and finances intact.  Today we talk about Recovery.   Personal Remember that setbacks happen to everyone. If you lost your job or…

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RSS Personal Finance News from MarketWatch
  • The Moneyist: We were friendly with our neighbors for decades, until recently. One day, they introduced us to their financial adviser…
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  • The Moneyist: ‘This is sheer economic waste. We distributed our $1,200 stimulus to our church:’ Why did we get these checks instead of poor Americans?
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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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