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.

Investment News quotes Kristi Sullivan on Women and Mutual Funds

Here’s a shocker:  Morningstar, found that there are very few women in mutual fund portfolio management.  Here I am quoted in an article in Investment News about this trend. http://www.investmentnews.com/article/20151122/FREE/151119893 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help with mutual fund portfolio management. Stay Informed and Educated — Subscribe to the SFP Blog! Use…

Kristi Sullivan is quoted on Mortgages after Retirement by CNBC

This is a really good article about whether or not to keep a mortgage in retirement.  Yours truly is quoted, and there are a lot of good points about the pros and cons. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html   Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated…

Ovid Life quotes Kristi Sullivan on Senior resources

Hey, guess what?  I’m now considered a “financial sage,” according to this article in OVID Senior Resources.  All kneel to the Sage! http://blog.ovidlife.com/14-tips-from-financial-sages-that-seniors-need-to-know-part-2/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to…

AARP quotes Kristi Sullivan about 10 Steps to Achieve Your Retirement Goals

My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals.  As usual, I am the killjoy in tip #5. http://www.aarp.org/money/investing/info-2015/achieve-retirement-planning-financial-goals.html Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…