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.

Financial Planner

Kristi’s Quotes: The Best Way to Save if you’re Self-Employed

Are you self-employed and wondering how to plan for retirement?  Kristi says you may actually may have more options than you think.  Check out her quote in the Chicago Tribune!   “SEP-IRAs are easy and inexpensive to set up, and….” (click here for more) Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help…

Good Money Habits for Kids

I’m often surprised by the level of support my retired clients are giving their middle-aged children.  Sometimes it can derail an otherwise good retirement plan. That’s why it’s important to teach good money habits to kids as early as possible.  Overspending kids become overspending adults, and that’s not good for anybody (except maybe credit card…

Worst Fears of Women Retirees

Kristi was quoted in this article about Calming the Worst Fears of Women Retirees

Wow, how did I never see this before?  This article about women retirees is has been out there for a year and has lots of my quotes.  Fair warning ladies, it’s a little depressing, but has some good info.  http://www.thinkadvisor.com/2015/03/18/calming-the-worst-fears-of-women-retirees   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your…

Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.

Triage Cancer Blog quotes Kristi Sullivan on how to find a financial planner

Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner. http://triagecancer.org/blog/how-do-i-find-a-financial-planner/   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…

Financial Planner

Kristi’s Quotes: Help Make Your Money Last

In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay…