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Objective financial guidance that answers today’s questions while planning for tomorrow.
You’re ready to make important financial decisions and you have a good start, but you can’t find anyone who will answer your questions without a huge commitment of time and fees. Kristi Sullivan, CFP®, gives you the advice you need when you need it.
I believe that good financial advice is more than picking investments and making trades. Sullivan Financial Planning is structured to help people make informed life decisions while understanding the financial implications.
My clients pay for the advice needed to answer their pressing money questions. Fees are determined on a sliding scale based on your net worth and annual income.
There are no commissioned product sales and I do not take over your assets to manage for an annual fee.
It is a rare appointment that I don’t share at least one big laugh with clients.
Knowing what’s good and what you can improve feels much better than living with uncertainty.
Your time is important, so I am efficient while being thorough.
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.