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.

Here is a handy article by yours truly on the Triage Cancer Blog about how to find a financial planner.

Triage Cancer Blog quotes Kristi Sullivan on how to find a financial planner

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 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…

Back-to-School Costs WHAT?

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.…

Best Retirement Plan

Kristi Sullivan quoted on Getting the Best Retirement Plan by Bloomberg

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 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 article.

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…