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.
Yours truly is talking about the benefits of consolidating old retirement accounts to one spot in this article on cnbc.com. http://www.cnbc.com/2015/10/04/did-you-land-a-new-job-dont-forget-about-that-401k-plan.html Contact me at: 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your retirement accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right…
This month, I’m writing blogs on topics that people have suggested to me. Today’s, about cleaning out your clutter, is dedicated to my parents who asked me to write it a few weeks ago. It was while my mom was cleaning out their basement AGAIN. Honestly, I think my folks’ basement must be like that…
Here I am talking about the value of account aggregation software and the use of Target Date funds in 401(k) accounts. http://www.shareholderforum.com/investor/Library/20150922_InvestmentNews.htm Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help you achieve your 401(k) accounts. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the…
With the unemployment rate improving over the past few years, we’ve seen an increase in job changers. People who were hanging on for dear life before are now looking to see if the grass is greener in other pastures. Here are a few things to think about when you change jobs: Is your retirement…
Even your love life becomes important in financial planning. Here is an article in Investment News where I am quoted talking about some things to be aware of when planning for couples with a large age gap. You have to log in to read the whole article, but it’s free. http://www.investmentnews.com/article/20151009/FREE/151009924 Contact me at 303-324-0014…
Well, of course not, who is? That said, there are some basics that each partner in a couple should know in case the unthinkable happens: How much life insurance is on each spouse? Where is the policy information kept? Do you have a will? If so, where is it? In whose name are your…
Do I ever stop talking about retirement? It would seem not. However, talking constantly about saving and investing for the future doesn’t really address the actual transition from earner to retiree. So, here are some questions I hope pre-retirees are getting help with before they tell their bosses to “take this job and” – well,…
April showers bring May flowers and so my theme for this April is change. I’m certainly ready for the change from winter to spring, but are my clients and friends ready for other changes that life hands them? Am I ready? Probably not. So, here is my stream of consciousness list of questions to think…
Here’s a shocker: Morningstar, found that there are very few women in mutual fund portfolio management. Here I am quoted in an article in Investment News about this trend. http://www.investmentnews.com/article/20151122/FREE/151119893 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how I can help with mutual fund portfolio management. Stay Informed and Educated — Subscribe to the SFP Blog! Use…
In the wake of the 2008 recession raises have almost become a quaint thing of the past, like ice delivery or 5-year-olds without cell phones. However, the tightening labor market has made some employers realize the need to keep pay competitive in order to keep their best employees. According to a Towers Watson survey…
