Do you feel your personal finances are scattered about with no cohesive picture?

I can help put those pieces together!
Schedule A Free Consultation

Thank you for visiting Sullivan Financial Planning!

My name is Kristi Sullivan, and since 1996, I have been helping people achieve financial security.

Sullivan Financial Planning was founded in 2007 with the vision of helping clients realize their financial goals, not sell them investment products.  Customers pay by the hour for financial and investment advice.

There is no follow up sales pitch for insurance, annuities, money management, or commissioned investments.  The advice I provide clients is what I would do myself or recommend to my own family.

Here are ways we can work together

Online Courses

A variety of convenient online classes for the beginning investor all the way through retirement.

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Hourly with Kristi

Personal financial planning by the hour to start you on your way to
financial security.

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In-Depth Financial Planning

Complex financial planning packages that are customized for each client to reach long term financial goals.

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Book Me To Speak

Kristi delivers fun, dynamic talks for employers, conferences, or whatever gathering you are planning.

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Looking for some additional assistance regarding personal, home, investment or retirement planning?

Recent Blog Posts

Entertaining and educational musings from Kristi

As Seen In

According to a study by Capital One only 49% of Americans have a long-term financial plan. This could be because:

Kristi Sullivan | Denver Fee Only Financial Planner | Sullivan Financial Planning
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%

think the financial services industry is filled with creeps and shady salespeople

Kristi Sullivan | financial advisor denver | Sullivan Financial Planning
0
%

feel dental visits are less painful than financial planning

Kristi Sullivan | investment management | Sullivan Financial Planning
0
%

believe the guy they sat next to on the bus had some really smart ideas about finances

Kristi Sullivan | fee based financial planner denver | Sullivan Financial Planning
0
%

are sure that only people who are already wealthy can use a financial planner

Adding a financial planner as part of your advice team can
help you achieve your unique life vision.

Work with a financial adviser and find out for yourself which 1 out of the four is true. 

*Numbers not based on actual polls. Mostly made up by Kristi

Schedule a 15 minute phone consultation with Kristi

We will discuss your goals and see if there is a fit for working together!