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.

maturity bond funds, denver financial planner

Defined Maturity Bond Funds: A New(ish) Investment Option

In times of uncertainty (rising interest rates, tariff wars), investors understandably want predictability, even if it means sacrificing return.   Cash (savings accounts, money markets) offer stability, but not much interest.  For people who are working, I suggest you keep 3-6 months of expenses in cash for emergencies and invest the rest for longer term…

october, Denver financial planner

Important Days in October!

My brilliant social media guru, Catherine Tidd of Social Seed Marketing, recently made me aware of the many opportunities to celebrate just about anything with International fill-in-the-blank days.   Sadly, I missed National Talk Like a Pirate Day on September 19th, but don’t despair!  There are plenty more opportunities.  Here are a few examples for…