Skip to content
Download Our Free Financial eBooks
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
  • About
  • Services
  • Blog
    • In the Media
  • Get In Touch
Schedule A Consultation

The Spend Safely Strategy

Financial EducationBy Kristi SullivanSeptember 21, 2020

Recently I took an online class that introduced The Spend Safely Strategy.  As with most training you take, there was some rehashing of stuff I’d heard before, a couple of new nuggets of info, and some new ways of communicating old ideas.  Here are a couple of takeaways:   First:  Only one quarter of SS…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Free Financial eBooks
  • Schedule A Consultation
  • Financial Planning Calculators

Current Clients

E-mail Kristi to request an appointment

Learn a little, laugh a lot. Subscribe Here

DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

© 2024 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top

Download Your Retirement Checklist and Timeline!

Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.

Skip to content
Open toolbar Accessibility Tools

Accessibility Tools

  • Increase TextIncrease Text
  • Decrease TextDecrease Text
  • GrayscaleGrayscale
  • High ContrastHigh Contrast
  • Negative ContrastNegative Contrast
  • Light BackgroundLight Background
  • Links UnderlineLinks Underline
  • Readable FontReadable Font
  • Reset Reset