My name is Kristi Sullivan, and since 1996, I have been helping people achieve financial security. Sullivan Financial Planning was founded in 2007 with the vision of helping clients realize their financial goals, not sell them investment products. Customers pay by the hour for financial and investment advice.
There is no follow up sales pitch for insurance, annuities, money management, or commissioned investments. The advice I provide clients is what I would do myself or recommend to my own family. This year, as Kristi was reviewing her job performance with her boss (also Kristi), the matter of compensation came.
There is no follow up sales pitch for insurance, annuities, money management, or commissioned investments. The advice I provide clients is what I would do myself or recommend to my own family. This year, as Kristi was reviewing her job performance with her boss (also Kristi), the matter of compensation came.
Services
About Me
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My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a proud alumnus of Colorado State University - go Rams! I have worked for Great-West Life and Fidelity Investments, helping people make good financial decisions within their employee benefits packages and personal investments.
In the Media
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Building wealth is essential to accomplish a variety of goals, from sending your kids to college to retiring in style. For expenses you can change, look at your bank and credit card statements for unnecessary monthly subscriptions, like gym memberships, . Not to be overlooked is direct ownership of rental property, according to Kristin Sullivan, CFP, owner of Sullivan Financial Planning.
Online Classes
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My free online financial planning classes are direct, concise, and to-the-point. They don't talk down to you or over your head. I don't hold back education, so you have to come back and buy stuff from me. Whether you are just getting started or about to retire, I have a class to help you progress to the financial future you deserve.
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