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
Easter quotes

5 Funny quotes about Easter

Easter shopping tip: When buying your daughter that frilly new Easter dress, try to visualize how it’ll look with chocolate and grass stains all over it. ~ Melanie White   Easter is the only time of the year when it’s perfectly safe to put all your eggs in one basket. ~ Unknown   My mom used to…

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cheap retirement

Cheapest Places to Spend Retirement

In a recent article by ABC7Chicago.com, Spring, Texas retiree Terry Robison details his plans to spend his retirement living at the local Holiday Inn.  He cites regular cleaning, someone to check up on him (in the form of the regular cleaners), free maintenance, and amenities included in the daily room rate as reasons for his decision.…

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ideal client, denver financial advisor

Who is the ideal client?

I recently watched a training video from Lucila Williams, principal of The Intentional Advisor, a coaching service for financial advisers.  In it, she shows a system for identifying your ideal client.  To me, this seems at least as important as describing yourself in the old elevator speech.   The Elevator Speech If you are a…

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What Does a Student Loan Mean to My Student?

Here’s a shocking bit of news:  College is way more expensive now than it was when I was an eager new CSU Ram in 1990.  There aren’t many families that will get out of college without some sort of loans to pay back.   But how much is reasonable? Private student loans are unlike any…

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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!