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.

Baby, It’s Cold Outside!

We are into the misery of winter now.  Short, cold days, runny noses, and lumpy sweaters make you long for a beach vacation.  But what if you could put that vacation money to use in your investments?  What kinds of companies profit from cold weather?  Remember, this newsletter is not investment advice, but some general…

Cookie Exchange Recipe

Ah, cookie exchanges.  Do people still do these?  I know I’m invited to at least one per year and, not being an adventurous baker (plus being totally overwhelmed year-end with, just, stuff), I always struggle with what to bring. If you are wrestling with the need to participate, but not the time to hand-decorate individual…