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.

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…

Pocket-Friendly Thanksgiving Potluck

Looking to orchestrate a Thanksgiving meal that’s both easy on the host and budget friendly for everyone?  Check out this economical holiday menu.  All that’s left is to delegate. For the host: Roasted Herb Chicken (Instead of Turkey) Why it’s budget-friendly: Chicken is often cheaper and more accessible than turkey, plus roasting a whole chicken…