15-minute Initial Phone Consultation - Sullivan Financial Planning

Schedule your FREE 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!

Have you ever seen someone struggling with their finances and wanted to help?

Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?

Are you looking for a unique gift that is practical and can have long-lasting benefits?

Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!