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.

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Happy New Year from Sullivan Financial Planning

Happy New Year! In my financial planning business, I work with three distinct groups: Those who are just starting out in their professional and investing lives (ages 25-30) People who are building careers, families, and savings portfolios (30s – 50s) Pre-retirees or people who have recently retired (50s and beyond) Following are the New Year’s…

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5 Smart Financial Things to Do Before December 31st Part Two

Second in a 2-Part Series In part one you have madly scrambled to increase your retirement plan savings and sign up for your Flexible Spending Account during the last milliseconds of open enrollment.  Now, let’s talk about the other 3 items on the list. #3 Harvest Tax Losses In your non-retirement (a.k.a. taxable) accounts, you report…