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.

Too Much Time On My Hands?

How much is too much time?  No, I’m not talking about time on the Earth. More like free time all by yourself.  Thanks to alert reader and fellow financial planner Cameron Morgan, we have an answer!   Cameron kindly sent me this article from The Guardian.   In the article it states that free time,…

5 Laughs and a Recipe

Ahhh, Halloween, the funniest holiday of the year.  Well at least according to these people.   “Halloween was confusing. All my life my parents said, ‘Never take candy from strangers.’ And then they dressed me up and said, ‘Go beg for it.’ I didn’t know what to do! I’d knock on people’s doors and go,…

“Do Not Fear Death So Much…”

“…but rather the inadequate life.”  This quote by Bertolt Brecht may bring comfort or possibly a sense of urgency to get off the couch and get things done.  But what about that scary transition between the adequate life and death?   To help us along this path, a profession is out there called End-of-Life Doula and…

Kristi’s Annual Employee Review

This year, as Kristi was reviewing her job performance with her boss (also Kristi), the matter of compensation came up.  During the meeting, Kristi pointed out to Kristi that she hadn’t had a raise in 5 years.   Not to say that Kristi’s performance was so spectacular as to warrant huge annual raises, but, as…