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Mar12017
Kristi's Quotes

Kristi’s Quotes: Financial Decoding with U.S. News & World Report

Financial Education, Kristi's QuotesBy Kristi SullivanMarch 1, 2017

Do you find it hard to understand financial experts? I don’t blame you! That’s why I helped U.S. News and World Report decode the terms you might hear. Say what?   “Meeting with a financial professional can be key to…

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Feb222017
punished

A Fun Way to Punish Your Kids!

Families and FinanceBy Kristi SullivanFebruary 22, 2017

If you are an active mom on Facebook, this is old news.  If you are like me and employ someone to be active for you on Facebook (I’m talking to you Social Seed Marketing), you won’t have heard of this…

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Feb212017
Financial Planner

Kristi’s Quotes: Giving the Gift of Financial Well-Being

College Planning, Families and Finance, Kristi's QuotesBy Kristi SullivanFebruary 21, 2017

This one came out around Christmas from Fox Business, but it’s a concept worth thinking about whenever gift-giving opportunities arise.   While it’s long been possible to hand out cash, buy stock or contribute to college savings plans, financial institutions…

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Feb142017
Financial Planner

Kristi’s Quotes: Liz Weston Asks about Kids and Money

Families and Finance, Kids and Money, Kristi's QuotesBy Kristi SullivanFebruary 14, 2017

Who was interviewed by Liz Weston with the Associated Press? Me, that’s who!   Financial planners and credit counselors see plenty of examples. The grown son who lost a job, moved home and stopped looking for work. The daughter who…

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Feb82017
love and money

Love and Money – What Can Possibly Go Wrong?

Families and Finance, Personal FinanceBy Kristi SullivanFebruary 8, 2017

This week, I am thrilled to get the expertise of Jenny Glick to talk about love and money.  Jenny Glick, MA, MSC, LMFT is a licensed marriage and family therapist, sex therapist and owner of the Counseling Center of Cherry…

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Feb72017
Financial Planner

Kristi’s Quotes: Investing Tips from the Experts

Financial Education, Kristi's QuotesBy Kristi SullivanFebruary 7, 2017

The editorial team at ETF Reference surveyed 57 ETF investing experts in search of the best tips for exchange-traded fund investors. The response we received was incredible. Our panel sent us hundreds of amazing tips! We winnowed that list down…

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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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