Kristi Sullivan is the founder of Sullivan Financial Planning, LLC. She has been helping people achieve financial security since 1996.  After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in 401(k) plans, Flexible Benefit Accounts, and group medical plans.  It was during this time that Kristi obtained her Life and Health Insurance License and her NASD Series 6 license.

Departing for Fidelity Investments in 1998 gave her the chance to learn more about financial planning on a personal level. In her nine years at Fidelity, her duties included operations, compliance, financial planning, and teaching investment classes.

Along the way, Kristi developed a love of helping people solve their financial puzzles during various stages of their lives. Sullivan Financial Planning, LLC was formed in 2007 with the goal of providing clients exactly the type of help they needed, without the pressure of corporate quotas or sales numbers directing the recommendations.

Kristi has earned the distinction of Certified Financial Planner™ and holds her Series 65, Series 7, and Life and Health Insurance Licenses.

When not helping her clients, Kristi enjoys a full personal life. Her great joy is her family: husband Sean, and children Brian and John. Her parents, sister, nieces, nephews, and in-laws all live in the Denver Metro Area. She enjoys her monthly book club, skiing, travelling, and volunteering.

ASSOCIATIONS
Kristi is proud to be an active member in the following organizations. To learn more, click on the website links provided.

Financial Planning Association:
FPA members are dedicated to supporting the financial planning process in order to help people achieve their goals and dreams. The FPA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a Certified Financial Planner™ licensee.  www.cofpa.org

The Alliance of Professional Women:
The Alliance of Professional Women is an organization composed of professional women in the Denver metropolitan area. For over twenty years, Alliance events have focused on providing a relaxed, fun, friendly atmosphere where long-term relationships and professional referrals are fostered.  The APW provides opportunities to be involved in the community through local outreach programs, a political committee, and the Alliance Foundation.  The Alliance Foundation raises money to provide scholarships to local women and fund micro loans to women in third world countries.  Kristi is proud to serve on the Membership Committee and The Alliance Foundation Board.  www.apwcolorado.org
 
The Women’s Estate Planning Council:
The mission of the Women’s Estate Planning Council is to promote interaction between women estate planning professionals educationally, professionally, and socially.  Founded in 1995, the WEPC brings together CPAs, Estate Planning Attorneys, and Financial Planners for monthly meetings.  These meetings educate us on the intricacies of passing wealth to heirs effectively and efficiently.   Kristi is the 2008 Vice-chair of the Publicity and Outreach Committee and the newsletter editor for this great organization.  www.wepc.net 

Denver Alumnae of Chi Omega

Kristi has been an active member of her college sorority alumnae group since 1995.  She enjoys the personal and professional relationships she has made in this diverse group of exceptional women.  Kristi has served as organization’s newsletter editor since 2000.  www.chiomega.com

WHO WE WORK WITH
Sullivan Financial Planning was founded based on the principal that many people have financial problems and need help solving them.  Sometimes, this can be accomplished by purchasing new investment products.  Other times a person might need help prioritizing savings and creating a strong financial foundation.  If any of the following situations apply to you, we’d be love the chance to help you out:

• You are saving for retirement, but are unsure if it’s the right amount.
• You have left an employer and need help deciding what to do with the retirement plan you left behind.
• You will be retiring within the next 1-5 years and need help creating a plan to spend your money without running out while you are still alive.
• You are currently retired, but are worried that you are withdrawing too much to last your lifetime.
• You have recently lost your spouse through divorce or death and need help getting your benefits started and moving forward in a new emotional and financial situation.
• You have an investment plan in place, but would like a second opinion.
• You have not started saving for college, retirement, or any of your major life goals and need help catching up.
• You feel uncertain that the many parts of your finances are working together efficiently.
• You have a nest egg, but lack the time or interest to actively manage the investments.
• You have received an offer for an early retirement package from your employer and need help evaluating if it is the right thing for you.
• You would like ideas about effectively transferring wealth to heirs or charitable organizations.