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.

Revocable Trust – For You or Not for You?

Dear Readers,   Allow me to introduce you to estate planning attorney Brandon Rains.  Brandon is an experienced estate planning and business planning attorney practicing in the Denver Metro and Fort Collins areas of Colorado.  The Rains’ Law Firm values include Compassion, Comprehensiveness, Family First, Integrity, and Purposefulness.   Brandon has kindly answered my questions…

3 Thank You Gift Ideas for your CPA

Here are some examples of how your CPA is feeling right about now:   A 2-week-old bar of soap in a public bathroom in the 1980s. A cast member of The Walking Dead – zombie or apocalypse survivor, your choice. A parent of colicky triplets.   Add in a labor shortage and clients getting documents…

WTF is a Qualified Opportunity Zone?

Welcome back to my WTF (What the Finance) series!   Are you experiencing FOMO because all your friends are talking about investing in Qualified Opportunity Zones at parties and you aren’t in the action?  Probably not.  But, if you want to be the smarty pants friend at the hoe down, here is a very basic…

Spring is Sprung

Here in Colorado, the spring season can mean anything from blizzards to heat waves.  To jolly you along, enjoy 5 funny tweets about Spring.   The weather is warming up so now the kids can finally go outside and get some fresh air while they play on their phones. – Rodney Lacroix   It’s the…