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.

The Costco Battle – Round 2

Welcome back to the Costco Boxing Ring!  This week, to counter the non-love of Rebecca Kennedy, we have Addie McHale, CFP ® to extoll the virtues of a Costco membership.   Kristi:  When did you get your first Costco membership?  Why?  How long did you have it?   Addie McHale: I have been going to…

summer jobs, denver financial planner

Top Summer Jobs for Teenagers

I can’t believe it.  My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up!  The family is promising her lots of visits in our string bikinis to support her and she is thrilled at the prospect.   What else are kids doing for money this summer? …