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.

3 Great Quotes from Warren Buffett

What do Warren Buffett and Winston Churchill have in common?  Other than being famous, portly white dudes who have looked old since they were 30?  It’s their ability to put great life advice into a pithy quote.   Here are three good ones from Warren Buffett (out of a list of 34 in this article)…

Summer Reading List

We are fully into summer and there are so many things to do:  Hike, brunch on a patio, outdoor concerts, see a baseball game (well, maybe more you than me) and of course, READ.  Preferably near a body of water. In the spirit of putting your goals out there to create accountability, here are three…

Estate Planning Blues

Why don’t people get wills and powers of attorney in place?  We know it’s the right thing to do for our families, yet it seems so hard to get started.  And finish!  Here with some ideas is guest blogger Jennifer Gordon, partner at Hawkins Goddard Attorneys at Law.   KS:  What are the top three…