Here are ways we can work together

Kristi Sullivan | Denver Fee Only Financial Planner | Sullivan Financial Planning

Online Classes for the Do-It-Yourselfer

Planning for your financial future is not scary and should be exciting.  Really, it’s just a matter of learning some new words. My online classes are short and to the point.  You will learn useful information that you can act upon now. The classes are even a little funny.

You will acquire the basics of the following topics with NO accompanying sales pitch for investments, annuities, or life insurance:

  • Building a Financial Foundation (What to do BEFORE investing)
  • Investing Basics (stocks, bonds, mutual funds, ETFs, asset allocation)
  • Intermediate Investing Concepts (Retirement planning, college planning, dollar cost averaging, rebalancing)
  • College Savings Strategies (529s, Custodial Accounts, Roth IRAs, and more)
  • Building your financial future (target savings amounts for retirement, emergency funds, and college)
  • What do to if you become widowed
  • Money and Divorce
  • Retirement income planning
  • Investing during retirement
View Online Classes Available

Personal Appointments via phone, video, or in person

If you would like to talk to a financial planner about your unique goals, financial decisions, or dilemmas, contact me to set up a 15-minute phone call.

During the call, we can see if there is a fit for working together.  If so, we can set up a one-hour consultation by phone, video conference, or in person (Denver, CO).

The rate for meetings and pre-work is $250/hour.  Topics typically covered are (not all in one hour!):

  • Investment check-up.
  • Setting personal savings goals for retirement, college, or other life milestones.
  • Helping decide if you can afford a large life change (home purchase, remodel, starting a business, career change, second home purchase, etc.).
  • When can you retire?
  • How much can you spend in retirement?
  • Using a windfall (inheritance, work bonus, lottery winnings) responsibly.
  • Do you need life insurance?  What kind? How much?
  • Does Long Term Care insurance make sense for you?
  • Combining finances as a new couple.
  • Signing up for employee benefits.
  • Whether or not to purchase rental property.
Schedule your 15 Min Phone Call
Kristi Sullivan | personal financial advisor denver
Kristi Sullivan | fee only financial planner denver | Sullivan Financial Planning

In-Depth Financial Planning

Packages for more complex financial planning start at $2,000.  The cost and scope of work is customized for each client, but typically include:

  • Modeling for retirement income using different variables (age, income, savings prior to retirement, inheritance, business sale, use of home equity, etc.).
  • Pension and Social Security analysis.
  • Investment examination and specific recommendations if changes are needed.
  • Life and Long-Term care insurance needs analysis.
  • 1 year of implementation help, follow up and unlimited questions from date of plan presentation.
Schedule your 15 Min Phone Call

Public Speaking

For over 20 years, I have been making financial planning approachable, sensible, and enjoyable!  I’ve also raised over $100,000 for women in poverty as the 5-time Emcee for The Alliance Foundation.

I bring energy and helpful information with NO sales pitch to the following venues:

  • Professional organizations
  • Employers
  • Lifestyle groups (think book clubs, sorority/fraternity alumnae, wine group, Meet-up)

Presentations topics range from beginning financial concepts to complex retirement income planning.  Contact me to discuss how I can help take your next gathering to the next level.

Book Kristi To Speak
Kristi Sullivan | Financial Planner Public Speaker | Sullivan Financial Planning

Schedule a 15 minute phone consultation with Kristi

We will discuss your goals and see if there is a fit for working together!