Financial Education Provided by Sullivan Financial Planning

A couple of weeks ago, I introduced my education services for the first time in the blog. Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning. Other engaging and helpful topics that you won’t be getting from your 401(k) plan provider include:

Financial Tools for Kids: How Not to Raise Spoiled Brats Who Suck The Financial Life From Their Parents
Stop Making Bad Investment Decisions: Using Behavioral Finance to Outsmart your Brain
College Savings Options for Parents and Grandparents
Budgeting and FICO Scores
Juggling Multiple Savings Goals

If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com for more information.

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.