As part of my fact finding when I meet with a new client, I ask for the value of…
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.