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:
- Financial advice about the questions you have, not what I need to sell.
- One hour at a time – no big commitment.
- Actions remain in your control.
- No percentage of assets fees.
- Impartial third party to help guide decisions.
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’s fun
It is a rare appointment that I don’t share at least one big laugh with clients.
It’s freeing
Knowing what’s good and what you can improve feels much better than living with uncertainty.
It’s fast
Your time is important, so I am efficient while being thorough.
