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.

Kristi Sullivan is quoted on holiday overspending by Insurance Newsnet.

Here I am sounding totally Grinch-y over the holidays about people overspending and not saving enough.  Good news, though!  My friend Carol Craigie of Fiscal Fitness Clubs of America is right there with me in the article so I’m not alone in my Scroogi-ness. http://insurancenewsnet.com/innarticle/2015/12/02/agents-need-stronger-holiday-sales-message.html Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can…

Investment News quotes Kristi Sullivan on Social Security and Financial Plans

Recently I was quoted in Investment News about a proposal to integrate Social Security estimates into financial planning software.  What a dream come true that would be! http://www.investmentnews.com/article/20150714/FREE/150719959/financial-planning-platforms-target-social-security-benefits-data Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your Social Security. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…

Kristi Sullivan is quoted by CNBC on consolidating old retirement accounts

Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…

Kristi Sullivan on 401(k) accounts as quoted by the Shareholder Forum

Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k) accounts. http://www.shareholderforum.com/investor/Library/20150922_InvestmentNews.htm Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your 401(k) accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the…

Kristi Sullivan quoted on how Love affects Financial Planning by Investment News

Even your love life becomes important in financial planning.  Here is an article in Investment News where I am quoted talking about some things to be aware of when planning for couples with a large age gap.  You have to log in to read the whole article, but it’s free. http://www.investmentnews.com/article/20151009/FREE/151009924 Contact me at 303-324-0014…