“Remember, the physical guardian of your kids doesn’t have to be the same person as the monetary guardian…It doesn’t have to be the same person handling the emotional and financial well-being of the minor children.”
Should I name a child as a life insurance beneficiary?
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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.