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.

Hilarious quotes about parenting

Okay it’s the middle of summer and some of us may be questioning some major life choices – like the decision to procreate. Here are some funny quotes about parenting to distract you for a few minutes.     “If you don’t want your kid to be late for camp because ‘the cat isn’t being…

Wine Investments

Kristi is quoted on wine investments in Crains’ Wealth.

While the category can provide an alternative to traditional asset classes, high fees and lack of liquidity may mean too much risk for the uninitiated. Here I am NOT recommending wine as a long term investment strategy.  Wine as a short term drinking strategy – yes! http://www.crainswealth.com/article/20150713/WEALTH/307109998/wine-is-a-fine-investment-but-beware-the-risks Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how…

A Word About Pets

Why should a financial adviser be writing about pets?  Because people will open a link about pets more often than a link about money.  So, I’ll write about pets and money. First, do you know how much you spend on pet care?  If not, I’ll give you a few averages that I lifted from this…

Kristi Sullivan is quoted on umbrella insurance by True Living Financial.

Do you suspect you are under-insured for life’s surprises?  Attached is a good article about overlooked types of insurance where I am quoted as advocating for using umbrella policies. http://truelivingfinancial.com/eight-oft-overlooked-but-potentially-indispensible-types-of-insurance/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use…

money tree

What if Money DID Grow on Trees?

Who hasn’t told someone or been told, “Money doesn’t grow on trees?”  Money through the ages hasn’t always been valued by gold, silver, and copper.  Money is often a reflection of what was valued as a society. Here is a small sampling of ancient currencies to give you some perspective on our changing values over…

Credit.com quotes Kristi Sullivan on making 2016 a better fiscal year.

5 easy tips for a better fiscal 2016.  Check out number 3 from your favorite Denver financial planner! http://blog.credit.com/2015/12/5-easy-money-resolutions-for-the-new-year-132215/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your fiscal goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.

4th of july

5 Funny quotes about the Fourth of July

Even a dedicated financial planner has to take a break already from the endless nagging to save, save, save.  How about a little humor to break up the monotony?   “It’s Fourth of July weekend, or, as I call it, Exploding Christmas.” — Stephen Colbert   “Kiss is a Fourth of July fireworks show with…

summer fun

Summer fun in the Rockies

Here are a few things I plan to do with my kiddos this summer.  I hope to see you there! Red Rocks for movie and a band – Probably not Citizen Kane, but what kids doesn’t love Ferris Bueller’s Day Off? http://film.redrocksonline.com/fotr Hiking without the long drive – Yes, they will totally complain about it,…

Kristi is quoted on competition by Life Health Pro.

Who says competitors are bad for business?  Not me!  Here is an article where I’m quoted about the value of doing business WITH other financial advisors, not against them. http://www.lifehealthpro.com/2016/01/29/strategic-alliances-are-a-win-win-for-advisors-and Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use…

Time-Money quotes Kristi Sullivan on caregiving for aging family members.

This article (with a quote from yours truly) has some great tips for caregivers of aging family members. http://time.com/money/4124861/aging-parents-care-costs/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your financial goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…