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.

You know you re an old adviser when

Investment News quotes Kristi Sullivan on the old days of Financial Advising

Who remembers ticker tape and stock quote machines? I do! Check out my quote in Investment News! http://www.investmentnews.com/gallery/20151002/FREE/100209999/PH/you-know-youre-an-old-adviser-when Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

Thanks for the Referrals!

It’s November and what a perfect time to thank my wonderful network of friends, clients, and colleagues for giving my name to their friends, clients, and colleagues! So, here is a list (in no particular order and probably incomplete) of people who have referred Sullivan Financial Planning in 2015: Erica Johnson, Ambler and Keenan David…

Financial Get On With Being an Adult Tips

The Denver Post recently reprinted a list from Kiplinger Washington Editors called “9 financial get-on-with-being-an-adult tips for your 30s.”  The list included: Advance your career Rethink your budget Write Your will Pay off non-mortgage debt Save at least 15% of your income for retirement Adjust your insurance coverage Increase your emergency fund Diversify and rebalance…

costs to live in Denver ‘comfortably’

KDVR quotes Kristi Sullivan about high rents in Denver

Late night talk show host, here I come!  Here is a very short interview about high rents in Denver.  My best comments are on the cutting room floor, but hey, any publicity is good, right? http://kdvr.com/2015/01/27/some-might-be-surprised-what-it-costs-to-live-in-denver-comfortably/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about the high rents in Denver. Stay Informed and Educated — Subscribe to…

401 k plan

Kristi Sullivan is quoted on CNBC on collecting the retirement money in your former employer’s 401(k) plan

Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure in the transition to another job, you don’t miss out on that money you’ve been saving. 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 make sure to get every cent of your…

Yellen and the Fed not swaying advisers

Investment News quotes Kristi Sullivan on not freaking out when the Fed eventually raises interest rates

Here I am quoted in Investment News, sounding like a broken record, encouraging people to not freak out when the Fed eventually raises interest. rates. http://www.investmentnews.com/article/20150224/FREE/150229952/yellen-and-the-fed-not-swaying-advisers Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you when the Fed raises interest rates. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick…