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.

Investments and War

And just like that it seems we go from embarrassing, misspelled, grammatically incorrect tweets which just irritate both allies and haters to real missiles being launched at our enemies and friends.  Among other worries, you might wonder how the U.S. getting involved in an armed conflict could affect your investments. As always, when predicting the…

Winter Fun on a Budget!

By now, your family has been cooped up together for a few days.  People are getting whiny and so are the kids.  You are broke from the gift giving and planning to put an extra $500/year into your 401(k) (see blog from 2 weeks ago), so you need some cheap entertainment and quickly.   Here…