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.

summer fun for seniors

Summer Fun for Seniors

Around this time every year, I usually list some fun summer activities for families with kids.  Why should kids have all the fun?  Here are some fun ideas you older-and-wiser friends to brighten your summer!   Take a water aerobics class – try to find one outdoors now that the weather is nice. See a…

How best to spoil your grandchildren

Spoiling grandchildren can work out well for everyone involved if some ground rules are established first. “A really good way to start right is to ask your children — the parents of the grandchildren — what they would like to see in terms of ‘spoiling,’” said Kristi Sullivan, founder of Sullivan Financial Planning in Denver.…

Splitting credit card rewards? Worth it or petty?

Kristi Sullivan, a Denver-based certified financial planner, thinks an arrangement like Cenatiempo’s is fair. “You could have used those points for something else,” Sullivan said, citing how every room or flight you get for “free” via points means you’re trading off another way to redeem those rewards. “People don’t think of credit card points as…

new website

Check out my new website!

I am so excited to announce my new and improved website!   Thanks to Laura Bean of One Stop Ops for designing and making the new site work. Willy Wilson of Life Unstill Photography did her best to make me look attractive.  And, as ever, Catherine Tidd of Social Seed Marketing  provided invaluable advice on…

April Showers

April Showers – yada, yada, yada

It’s time to start thinking about your summer garden plans.  Here are 3 tips that are easy and inexpensive to beautify your outdoors.   Recycle for outdoor art “Unwanted light fixtures, wooden barrels, hat boxes, wicker baskets, beer crates and wash basins can be easily converted into unique and eye-catching containers for plants. Scrap pieces…