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401 k plan

Kristi Sullivan is quoted on CNBC on collecting the retirement money in your former employer’s 401(k) plan

October 30, 2015

Do you have any previous employers who you had a 401(k) plan with? I was quoted on CNBC on making sure…

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Yellen and the Fed not swaying advisers

Investment News quotes Kristi Sullivan on not freaking out when the Fed eventually raises interest rates

October 20, 2015

Here I am quoted in Investment News, sounding like a broken record, encouraging people to not freak out when the…

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Tired of Sketchy Car Dealers

Kristi Sullivan is quoted in this article about buying cars in alternative places.

October 15, 2015

Truly, I have an opinion about everything.  Just ask my husband.  In this article I’m quoted about buying cars in…

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Kristi Sullivan quoted in financial article on msnbc.com

September 15, 2015

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…

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Kristi Sullivan quoted in phased retirement article on nytimes.com

August 31, 2015

I’m hitting the big time now! My dad and I were quoted in this article in the New York Times…

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Should you pay off a mortgage early? Kristi Sullivan weighs in on cnbc.com

July 14, 2015

Kristi Sullivan is quoted in this article about whether or not to pay off a mortgage early. http://www.cnbc.com/2015/07/13/should-you-pay-off-your-mortgage-early-maybe-not.html   Contact me…

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peer-to-peer lending

Financial Advisor IQ quotes Kristi Sullivan on peer-to-peer lending

March 18, 2015

This article is meant for advisers, but it has some good info for anyone thinking of peer-to-peer lending.  My quote…

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Investment News

Sullivan Financial’s Kristi Sullivan Quoted in Investment News Article

January 20, 2015

In a recent edition of Investment News, Sullivan Financial Planning’s Kristi Sullivan was quoted for the article, Advisers Preach Calm,…

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Simplify Your Finances

Money.com quotes Kristi Sullivan about Simplifying Finances

January 20, 2015

I kicked off 2015 by being quoted in Money.com. Very exciting! http://time.com/money/3653680/how-to-simplify-your-finances/ Contact me at 303-324-0014 or [email protected] to talk about how I…

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Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

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