Investment News

Investment News asks Kristi Sullivan about Politics & Financial Planning

It seems that more and more people are getting vocal about politics these days. So, when Investment News asked several financial advisers their opinion on politics and financial planning, I was only too happy to contribute.

The story

Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial advisers try to avoid when talking with clients.

In a political climate that some describe as more polarized and vitriolic than others in recent memory, advisers are quickly recognizing the need to tamp down personal political views and embrace some diplomacy in the interest of more harmonious relationships with clients.

 

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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.