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.

summer fun for seniors

Summer Fun for Seniors

Around this time every year, I usually list some fun summer activities for families with kids.  Why should kids have all the fun?  Here are some fun ideas you older-and-wiser friends to brighten your summer!   Take a water aerobics class – try to find one outdoors now that the weather is nice. See a…