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.
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…
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…
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…
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…
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.
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…
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,…
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…
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…
This blog is NOT meant to make you scared about your pension. I personally LOVE when clients have a pension and rarely suggest they take a lump sum payout if offered. However, it happens occasionally that people come to me with an offer from their former employer to buy out the pension obligation that is…
