Helping you with your unique financial puzzle.

Welcome to Sullivan Financial Planning! My name is Kristi Sullivan and for over 16 years, I have been guiding people to their best financial future.

If your finances look like a pile of puzzle pieces without any cohesive picture, I can help! With my experience and education as a Certified Financial Planner ™ designee, I will work with you to piece together your unique financial puzzle. All this without an accompanying sales pitch for investments or insurance. My services are fee-only, meaning my clients pay me directly for advice. I receive no commissions for selling investment or insurance products. The recommendations I make are what I feel are best for you without any conflict of interest from possible commission payouts. For more details, see What is a fee-only planner?

Thank you for considering me as you look for a partner in your financial success! Click on the boxes below for details on my products and pricing.

Kristi Sullivan is regular contributor to national financial news magazines. Click here to view.

Personal Financial Planning Packages

Piggy Bank IconFor individuals and families. Creating specific, measurable financial plans tailored to your needs.
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Financial Wellness Classes

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Planning for Wealth Managers

Handshake IconI’ll partner with money managers to create financial plans that will strengthen your client relationships.
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