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.
Truly, I have an opinion about everything. Just ask my husband. In this article I’m quoted about buying cars in alternative places. Since I’ve probably bought fewer cars in my lifetime than most people do by their 30’s it’s a little ironic. http://blog.credit.com/2015/06/5-weird-places-you-can-buy-a-car-119600/ Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how can help you create…
The attached article has some great stories about how there is not just one way to retire. While some people consider stopping work as a one-way train to crotchety old age, others keep active and busy with hobbies, grandkids, volunteer work, and even their memberships in the American Association for Nude Recreation. No lie, click…
I went to the Financial Planning Association’s annual Symposium in September. This is a great opportunity for financial planners to get new information and catch up with old friends. As usual, it was a great event and I learned lots of cool stuff. Our lunch keynote speaker was Joe Hurley, founder of the website www.savingforcollege.com.…
Now, this is the kind of news I like to see. Charitable giving from all sources was $358 billion in 2014, the highest amount since its 2007 peak. Fifty four percent of the year over year growth from 2013 was driven by individuals. See, we don’t all have to be Bill and Melinda Gates to…
Did you know that financial planners have seasons? It’s true! Summer is very slow in my business because people are in a vacation mind-set. That school calendar is forever embedded in our brains. When fall rolls around, folks are ready to get serious about their finances again. Why not use that built-in momentum to offer…
Check me out being quoted in msnbc.com about rebalancing investments before year end: http://www.msn.com/en-us/money/everydaymoney/20-money-moves-to-make-before-the-end-of-the-year/ar-AAdU5Ew?li=AAa0dzB#page=2 Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how can help you rebalance your investments. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form to the right of this article.
That’s right, I said YOUR plan, because I already know my kids aren’t getting any athletic or academic scholarships. At a Financial Planning Association meeting I picked up this flyer from the nice folks at College Invest. In the flyer there are several interesting statistics: 83% of Colorado parents expect their child to receive a…
If you are going through or contemplating a divorce, first of all, I’m sorry. That is a terrible time for all involved. Other than custody of minor children, the biggest sticking point is how to divide assets. There are financial planners who have extra education in this area and the most recognized certification is CDFA…
I don’t like to feed into the media hysteria when it comes to stock market drops. As I say repeatedly to clients, friends, in this blog, and to my cat, stock market recessions are a normal part of the economy. They last on average 12-18 months, so the pain is temporary. Drops in the stock…
I’m hitting the big time now! My dad and I were quoted in this article in the New York Times about phased retirement! http://www.nytimes.com/2015/08/29/your-money/facing-retirement-but-easing-your-way-out-the-door.html?smid=tw-share Contact me at 303-324-0014 or kristi@sullivanfinancialplanning.com to talk about how can help you rebalance your investments. Stay Informed and Educated — Subscribe to the SFP Blog! Use the quick and easy form…
