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.

Inflation Beating Tips for the Holidays

Our dollars are buying less, but we still want to create great family memories for the holidays. Here are some ideas for creating special times without running up credit card bills (also with higher rates than last year).   Groceries/entertaining When hosting large family gatherings, ask guests to contribute sides and desserts. Speaking of side…

5 Candy-Corny Halloween Jokes

The stock market hasn’t given us much to smile about this year.  How about a little Halloween humor to lighten the mood?   What kind of music do mummies listen to? Wrap music. How did the vampire marathon end? Neck and neck. What is a ghost’s least favorite candy? Life Savers. What do you call…