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.

halloween, denver financial planner

7 Hilarious Quotes about Halloween

It can’t all be about financial education on this blog.  Even financial advisers need to laugh between appointments where they nag people to save more.  From Twitter, here are some great quotes about Halloween.   By the way, the correct grammar was all added by me.  You are welcome.   “The scariest Halloween costume I…

october, Denver financial planner

Important Days in October!

My brilliant social media guru, Catherine Tidd of Social Seed Marketing, recently made me aware of the many opportunities to celebrate just about anything with International fill-in-the-blank days.   Sadly, I missed National Talk Like a Pirate Day on September 19th, but don’t despair!  There are plenty more opportunities.  Here are a few examples for…

Con or Pro Probiotics?

As my faithful readers know, sometimes I get tired of coming up with new blog content, so I arm wrestle other people into writing for me.  And sometimes the content has nothing to do with finance, just something I thought was interesting.   Today, I welcome nutritionist Maureen West to tell us all about probiotics. …