New Age of Advice quotes Kristi Sullivan on finances and family.

Here I am talking about the joys and perils of performing your professional services for close friends and family members.  If you fall into this category, don’t worry, it’s pretty tame.

http://newageofadvice.com/insights/transamerica-insights/transamerica-insights-articles/friends-family-and-finances/

 

Contact me at

303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals.

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.