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.

Ovid Life quotes Kristi Sullivan on Senior resources

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…

AARP quotes Kristi Sullivan about 10 Steps to Achieve Your Retirement Goals

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…

5 Fun Quotes About Love and Money

“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…

Kristi Sullivan’s quote in Bloomberg on Retirement Plan Benefits

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…