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Bonus Blog – Ranger Cookie Recipe

Fun StuffBy Kristi SullivanOctober 3, 2014

Hello, loyal readers!  Last week, I started a pretend business to explain the difference between stocks and bonds.  Kristi’s Ranger Cookie Food Truck is sure to be a smashing success thanks to this recipe: Cream together:  1/2 Cup Butter, 1/2 Cup…

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Jargon Series Continued – Investment Terms Revealed

Investment Education, Personal FinanceBy Kristi SullivanOctober 2, 2014

Let’s start with the basics.  What’s the difference between a stock and a bond?  I will explain this concept by starting a hypothetical company, Kristi’s Ranger Cookie Food Truck. Ask any member of my family, neighbors, cat sitter, or school…

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Financial Planning Jargon Series – What is a Financial Planner, Anyway?

Investment Education, Personal FinanceBy Kristi SullivanSeptember 25, 2014

Ladies and gentleman, watch carefully as I perform a magic trick.  Before your very eyes, I will unmask for you the confusing and veiled language used in the financial services industry.  These words make sense to a very few in…

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No-nonsense advice for strong personal finance.

Personal FinanceBy Kristi SullivanSeptember 18, 2014

You know how sometimes it’s better to hear something from an outside coach or counselor than your own parents or spouse?  Maybe that’s true for blogs, too!  So, for a fresh perspective and some down to earth advice, check out…

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Budgeting Method #3 – Write it all down

Personal FinanceBy Kristi SullivanSeptember 11, 2014

  Budget Method #3 – Write-It-and-Track-It This last system for managing your expenses is the one people mostly associate with making a budget.  And probably the reason so few of us do it. But, there is a reason it’s still…

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Budgeting Method #2: The Save First System

Personal FinanceBy Kristi SullivanSeptember 4, 2014

  Budget Method #2:  Save First System I’ll let you in on a shameful I-should-know-better-because-I’m-a- financial-planner secret of mine.  I HATE making a budget and tracking my expenses.  So, I don’t.  “WHAT?!?!  Don’t they make you turn in your meticulous…

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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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