Financial Education

Financial Education Provided by Sullivan Financial Planning

A couple of weeks ago, I introduced my education services for the first time in the blog.  Just to let you know, the financial education provided by Sullivan Financial Planning goes beyond pre-retirement planning.  Other engaging and helpful topics that you won’t be getting from your 401(k) plan provider include:

 

  • Financial Tools for Kids:  How Not to Raise Spoiled Brats Who Suck The Financial Life From Their Parents
  • Stop Making Bad Investment Decisions:  Using Behavioral Finance to Outsmart your Brain
  • College Savings Options for Parents and Grandparents
  • Budgeting and FICO Scores
  • Juggling Multiple Savings Goals

 

If these topics sound like they would be of interest to your employees, sales conference, or professional organization, contact me at 303-324-0014 or [email protected] for more information.

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Kristi Sullivan

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.