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:

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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.

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

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Schedule a 15-minute phone consultation with Kristi

Use the calendar below to set an appointment. We will discuss your goals and see if there is a fit for working together!