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.

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,…

wise words

Wise Words to Live By

My husband recently forwarded me this great column that makes me feel better every time I read it.  So, why not share these wise words with my faithful readers?  The theme is life lessons the author wished he had learned by his 20s.   Click here for the full list, but here are my 5…