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Apr122017
Kristi's Quotes

Your Financial Goals: Are you keeping your New Year’s resolution?

Financial Education, Kristi's QuotesBy Kristi SullivanApril 12, 2017

Yes, I know that New Year’s was a few months ago, but I just thought I’d check in and see how you’re doing with all of those financial goals you made at the beginning of the year.   Here’s an…

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Apr122017
cleaning out

Everything But The House: Cleaning out someone’s lifetime of stuff

Families and Finance, UncategorizedBy Kristi SullivanApril 12, 2017

Cleaning Out + Emotions = Feeling Overwhelmed   One of the blogs that I have gotten the most response from was where I implored people to start cleaning out stuff so their kids don’t have to.  Okay, let’s say that…

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Apr52017
Environmental Investing

Environmental Investing: How Do I Invest in Global Warming?

Financial Education, Financial NewsBy Kristi SullivanApril 5, 2017

Ski season is over for the Sullivan family and it was a warm one.  It was still fun, but we were skiing on slush as early as February.  Not to get political, but this global warming debate is all fun…

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Apr42017
Kristi's Quotes

From Money.com: 3 Tips for Seniors Looking to Make Extra Income

Kristi's QuotesBy Kristi SullivanApril 4, 2017

I was thrilled to be included in this article from Money.com about seniors who are ready to retire from a full-time job…but who might want to keep working a job that will allow them to stay active. I talk about…

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Mar282017
Kristi's Quotes

Kristi’s Quotes: Do you know what a FED rate hike means?

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 28, 2017

Kristi was asked by KHOU News in Houston…what does a FED hike mean to the average American? Here’s what you should know. Consumers should be aware of the rate hike for a simple reason: Lenders and banks base their interest…

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Mar222017
saved

How much should I have saved for at my age?

Financial Education, Retirement SavingsBy Kristi SullivanMarch 22, 2017

What’s the magic number?   Forgive me if I’m like the drunk at a party and I’ve already said this to you before.  But it’s come up in a bunch of client meetings lately, so I’m going to tell you…

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…5960616263…
646566676869707172737475767778798081828384858687888990
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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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