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.
There is an old saying that goes “love what you do and you will never work a day in your life.” That’s great, but maybe not practical for everybody. I really appreciate the people who collect my trash, deliver my paper, and plow the streets when it snows. Are they living their dreams with their…
Hey, guess what? I’m now considered a “financial sage,” according to this article in OVID Senior Resources. All kneel to the Sage! http://blog.ovidlife.com/14-tips-from-financial-sages-that-seniors-need-to-know-part-2/ Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to…
Every parent has probably had this conversation with their school aged child. Kid: I hate school. I can’t wait until I’m a grown-up and don’t have to learn or do homework. Parent: Guess what, chief. You are never done learning and doing homework. I still have to learn new things all the time so…
The theme for this month is “Marching Toward Your Financial Goals.” Cute, huh? Usually, this blog talks about ways to save and invest the money you are earning. This month, the focus will be on getting more money coming into your household. It’s all about the top line in March! In the February 22,…
My words of wisdom are in this article from AARP about 10 Steps to Achieve Your Retirement Goals. As usual, I am the killjoy in tip #5. http://www.aarp.org/money/investing/info-2015/achieve-retirement-planning-financial-goals.html Contact me at 303-324-0014 or [email protected] to talk about how I can help you achieve your retirement goals. Stay Informed and Educated — Subscribe to the SFP Blog! Use the…
Forget big age differences. Having a conflict in credit scores can be an early determinant of whether your relationship will last. Your FICO score is a quick way for companies to determine your relationship with money. It is used in everything from getting car loans to renting an apartment to applying for a job…
“Money is not the most important thing in the world. Love is. Fortunately, I LOVE money.” – Jackie Mason “Money and women. They’re the two strongest things in the world. There are things you do for a woman you wouldn’t do for anything else. Same with money.” – Satchel Paige “Money can buy…
Here are some traditional gifts of love that you can replace with gifts of financial health with your sweetie. Cost of one dozen red roses delivered: $69.99 Invest $69.99/year for 20 years at 7% and you will have $3,070. Enough to buy a 7-day Caribbean Carnival Cruise for two! 5th wedding anniversary: Wood…
That’s right, it’s February and my theme of the month is love. “Why so obvious and cliché?” you ask. Well, you try writing 52 blogs a year. You’ll find yourself grasping for any holiday theme, too. What investors and financial advisers don’t typically love is when the stock market goes down. No one likes…
Here I am talking to Bloomberg.com about considering the retirement plan benefits when negotiating a new job. 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 consider your retirement plan benefits. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this…