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.
Wow, how did I never see this before? This article about women retirees is has been out there for a year and has lots of my quotes. Fair warning ladies, it’s a little depressing, but has some good info. http://www.thinkadvisor.com/2015/03/18/calming-the-worst-fears-of-women-retirees Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your…
Do you know when to ask for help when caring for aging parents? In this post in Money, Kristi helps you figure it out! Denver financial planner Kristi Sullivan recommends hiring a case manager to do the heavy lifting. “For an hourly fee, these people can handle….” (click here for more) Contact me at…
It’s almost back to school time! To me, that means back to homework time for parents. And why do we do all of this nagging and whip cracking to our kids about grades? So they can go to college and hopefully get some scholarship money to pay for it. The ultimate goal being, of course,…
Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner. http://triagecancer.org/blog/how-do-i-find-a-financial-planner/ 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 — Subscribe to the SFP Blog! Use the quick and easy form to the right…
In this AARP article, Kristi offers a key tip when it comes to achieving your retirement goals! “Whether you’re near or in retirement, beware of taking on large expenses that can wreck your budget. This includes….”(click here for more) Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay…
And you thought college was expensive? Try sending a 5th grader back to school. The average reported costs for back-to-school supplies varies widely, depending on the source. Forbes says it’s over $1,000, but that includes electronics and clothes. Time.com was reporting $100, so they might have been more focused on pencils, paper, and hand sanitizer.…
My friend and fellow Denver CFP ® licensee Sara Gardner came up with this tip for an article in DailyWorth.com and it really hit home: Everyone deserves a financial planner. Often, my friends will say to me, “When I have money, I’m going to come and see you.” This makes me a little sad. …
I’m excited to be quoted in this article by Shelly Schwartz in nbr.com about boomers not wanting (or being able to) leave an inheritance for their kids. Do you think you’re in the will? Well, guess again Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your financial goals. Stay Informed and…
Does anyone remember the old Saturday Night Live skits with Gilda Radner as Rosanna Rosanna Danna? Her famous line was, “It’s always something.” Keep this in mind when the headlines scream about some unexpected world event (Brexit, anyone?) and the stock market takes a hit for a few days. Even if the event itself is…
Well, it’s not a big quote, or super-intelligent for that matter, but I’ll take any quote in Bloomberg. http://www.bloomberg.com/news/articles/2015-04-30/a-job-hunter-s-guide-to-getting-the-best-retirement-plan 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 — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.