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.

Saving to spending

Helping Transition Workers From Savers to Spenders

Let’s take a moment of silence to remember the pension.  We dearly miss that well-loved, but ultimately unstainable stream of lifetime income that employers used to supply loyal workers in retirement. Now what?  Employers have punted the responsibility of lifetime income and medical care to their employees.  They feel really good about providing a 401(k)…

Sullivan Financial Planning’s Kristi Sullivan was quoted in a recent post on Financial Advisor IQ

In a recent post on Financial Advisor IQ, Sullivan Financial Planning’s Kristi Sullivan was quoted in the article, Peer-to-Peer Lending: A Fad or the Future? By Chris Latham. A copy of the article is below. Peer-to-Peer Lending: A Fad or the Future? By Chris Latham March 18, 2015 Peer-to-peer lending may serve advisors’ clients on two fronts, experts say.…

peer-to-peer lending

Financial Advisor IQ quotes Kristi Sullivan on peer-to-peer lending

This article is meant for advisers, but it has some good info for anyone thinking of peer-to-peer lending.  My quote is toward the end. http://financialadvisoriq.com/c/1084473/113693?referrer_module=SearchSubFromFAIQ&highlight=peer-to-peer%20lending Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about peer-to-peer lending. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.