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.

market correlation

WTF is Market Correlation?

In previous blogs, I’ve lamented the fact that financial advisers loooove to use expressions with more syllables than strictly necessary.  Look, I just did it in the previous sentence.  Six words with more than 3 syllables.  This is because we want to appear smarter than we are.   Market Correlation One of those too-long expressions…

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,…