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 greatest fear cited by women approaching retirement age is that their money won’t go nearly far enough. “What I see with most women, especially single women or single childless women, is a real fear of outliving their money,” said Kristi Sullivan, owner of Sullivan Financial Planning in Denver…. (Click here for more.)
In this article on Bankrate.com, Jay MacDonald writes: Footloose singles in particular face a greater need to manage their retirement, for one simple reason. “It’s more expensive to live single,” says Kristi Sullivan, a fee-only financial planner based in Denver. “Where couples may both be saving for retirement, single people only have one income to…
Continuing the theme of last week’s blog, here are some solid ideas for saving money that I will probably not be implementing. But, maybe you can! #1: Getting rid of Cable. I could very easily go without TV. It would save me from having to watch Tiny House Hunters and going into weekly rages…
According to The New York Times, hybrid policy sales have more than doubled since 2008, topping $2.4 billion in 2015. Only $300 million in stand-alone long-term care policies are sold each year. Kristi Sullivan, a certified financial planner in Denver, said the hybrid policies are, “Not for everybody.” The policies should be considered by…
In order to keep you, dear reader, informed on realistic ways to save for the future, I do a lot of research on how people make ends meet on a tight budget. Some of the ideas are great, but others are just so irritating. Herewith, my top 5 annoying ways to save money. #1: …
How quotable is Kristi? She’s even quoted in Financial Advisor about being quotable! Sullivan has a client who once called to say he’d seen her on CNBC. “I said, ‘I know her!’” this customer excitedly shared, according to the advisor. (Click here for more….)
I am thrilled be participating in the 5th annual Alliance Foundation fundraising luncheon on September 8th at 11:30 a.m. This milestone year will be celebrated with a special guest speaker, Amelia Earhart (not the missing one, that would be bizarre). Amelia is a 9News reporter and most recently made headlines for flying around the world…
What happens when the stock market soars? Click here to find out Kristi’s thoughts in Investment News! Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated
Ha! That was just an attention grabber. There isn’t really a right or wrong way to manage allowance, as long as you are consistent and communicate the rules to your kids. The big controversy is whether to tie allowance to chores. Some say that allowance should be earned by doing specific work around the…
I have a tiny quote in this article about 401(k) outflows surpassing inflows. http://insurancenewsnet.com/innarticle/401k-plan-market-still-place-advisors Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and Educated