No Sales, Just Good Advice.
Objective financial guidance that answers today’s questions while planning for tomorrow.
You are looking for answers.
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 gives you the advice you need when you need it.
What you can expect:
I believe that good financial advice should be about more than just picking mutual funds and trying to time the market. That’s why I have structured my business to help people make life decisions that have financial consequences. No commissioned sales. I don’t need to manage your money for a 1% annual fee. My clients pay me by the hour for my time and advice.
Three Surprising Facts About Financial Planning
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.