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.

Credit.com quotes Kristi Sullivan on making 2016 a better fiscal year.

5 easy tips for a better fiscal 2016.  Check out number 3 from your favorite Denver financial planner! http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your fiscal goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

summer fun

Summer fun in the Rockies

Here are a few things I plan to do with my kiddos this summer.  I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day Off? http://film.redrocksonline.com/fotr Hiking without the long drive – Yes, they will totally complain about it,…

Kristi is quoted on competition by Life Health Pro.

Who says competitors are bad for business?  Not me!  Here is an article where I’m quoted about the value of doing business WITH other financial advisors, not against them. http://www.lifehealthpro.com/2016/01/29/strategic-alliances-are-a-win-win-for-advisors-and 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…

Time-Money quotes Kristi Sullivan on caregiving for aging family members.

This article (with a quote from yours truly) has some great tips for caregivers of aging family members. http://time.com/money/4124861/aging-parents-care-costs/ 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…

New Age of Advice quotes Kristi Sullivan on finances and family.

Here I am talking about the joys and perils of performing your professional services for close friends and family members.  If you fall into this category, don’t worry, it’s pretty tame. http://newageofadvice.com/insights/transamerica-insights/transamerica-insights-articles/friends-family-and-finances/   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…

Reuters quotes Kristi Sullivan on Caregiving

What is a more difficult job than caregiving for adults?  Here I am quoted on the importance of getting (sometimes hiring) help if you are caught between caring for aging parents, your own kids, and keeping your career afloat. http://www.reuters.com/article/eldercare-parents-tips-idUSL1N13E33Z20151123#883t7t7tUiVW0hJa.9712 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement…