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.
Looking for a break in your routine, but reluctant to join the airline chaos that is Summer 2022? Here are some quick ideas for you. Manitou Springs A quaint little town adjacent to the south side of Colorado Springs, Manitou has lots to offer. Natural springs that literally spout out from different fountains downtown…
Recently I attended the Investment News Women’s Advisor Summit. Great event, Investment News! So much information which I will be sharing with you in future blogs. One of the most riveting presentations was about cybersecurity by Erin Donham of Charles Schwab. I know, you don’t believe me, but that’s okay. I’ll give you the…
Those of us who work in personal finance sometimes forget that our jargon is not fully understood by others. Just like when my son’s teachers explain his test scores using a ton of alphabet soup assuming I can put this information into some sort of parenting use, when really, I don’t get it at all.…
Summer is in full swing and as my readers are probably VERY in-demand, you may need a handy recipe to bring to all those parties at which your presence is requested. To be the most popular guest at summer gatherings, in addition to bringing copious drinks, here is the best recipe to contribute to the…
Recessions, inflation, and bears, oh, my! Dorothy, Scarecrow, and Tin Man didn’t know how easy they had it just worried about lions and tigers and bears. What is a Bear Market, anyway? How does it compare to a Bull Market? How is a Bear related to a Recession? Herewith, the answers: A…
It’s summer and we here in Colorado love to get out and enjoy our beautiful scenery. The thing is, there are more of us in the state to share the space. So how to we get away from it all without the hassle of terrible parking, too much dog poop, and weaving around slow families…
If it bleeds it leads and that can certainly be said about the media frenzy around high inflation rates. Of course, prices are going up and it’s uncomfortable. But are all your costs going up 8%? Maybe, maybe not. The Consumer Price Index is the measure most often cited to show the cost of…
With the stock market experiencing painful losses in 2022, you might wish you had another way to pay bills that didn’t involve selling investments while they are down. If you are a homeowner with more than 50% equity in your property, there may be a way to do that. Reverse mortgages are available to…
Having just signed up for AARP (saved me $80 on a hotel reservation!), I got to wondering, what do other countries offer their seniors to make life healthier, happier, and more affordable? If you get a retirement visa in Panama, look forward to big discounts on entertainment, local transportation, airfare, power bills, medication, movie…
Where do boats go when they get sick? To the dock. What would the Terminator be called in retirement? The Exterminator. My friend keeps saying “cheer up man it could be worse, you could be stuck underground in a hole full of water.” I know he means well. Happy Father’s Day!