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.

skiing, denver financial planner

5 Funny Quotes About Skiing

Not sure if I’ve mentioned it in this blog, but I love to ski.  As a naturally uncoordinated, slow person (no, I did NOT play basketball/volleyball/competitive swimming despite being almost 6 feet tall), skiing is the only sport I’ve ever even remotely looked good doing.  For fellow skiers, have a laugh while thinking about your…

financial tips

3 Financial Tips for 2019

Give yourself the gift of financial sanity going into the new year with these 3 easy financial tips:   Stop watching any sort of financial TV.  MSNBC, Bloomberg, CNBC – they are all designed to sow fear and uncertainty in you so that they may sell more advertising.  Their very programming advocates short term outlooks,…