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.

Back-to-School Costs WHAT?

And you thought college was expensive?  Try sending a 5th grader back to school.  The average reported costs for back-to-school supplies varies widely, depending on the source.  Forbes says it’s over $1,000, but that includes electronics and clothes.  Time.com was reporting $100, so they might have been more focused on pencils, paper, and hand sanitizer.…

Best Retirement Plan

Kristi Sullivan quoted on Getting the Best Retirement Plan by Bloomberg

Well, it’s not a big quote, or super-intelligent for that matter, but I’ll take any quote in Bloomberg. http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan 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 of this article.

Hilarious quotes about parenting

Okay it’s the middle of summer and some of us may be questioning some major life choices – like the decision to procreate. Here are some funny quotes about parenting to distract you for a few minutes.     “If you don’t want your kid to be late for camp because ‘the cat isn’t being…

Wine Investments

Kristi is quoted on wine investments in Crains’ Wealth.

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated. Here I am NOT recommending wine as a long term investment strategy.  Wine as a short term drinking strategy – yes! http://www.crainswealth.com/article/20150713/WEALTH/307109998/wine-is-a-fine-investment-but-beware-the-risks Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how…

A Word About Pets

Why should a financial adviser be writing about pets?  Because people will open a link about pets more often than a link about money.  So, I’ll write about pets and money. First, do you know how much you spend on pet care?  If not, I’ll give you a few averages that I lifted from this…

Kristi Sullivan is quoted on umbrella insurance by True Living Financial.

Do you suspect you are under-insured for life’s surprises?  Attached is a good article about overlooked types of insurance where I am quoted as advocating for using umbrella policies. http://truelivingfinancial.com/eight-oft-overlooked-but-potentially-indispensible-types-of-insurance/ 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…