Sullivan Financial Planning

Welcome to Sullivan Financial Planning, LLC, where we believe that financial planning is more than just picking investments and making trades. Our philosophy is built on the principles of disciplined savings habits, traditional low-cost investment products, and the protection of your assets through proper insurance and estate planning.

At Sullivan Financial Planning, LLC, we understand that each of our clients is unique, with their own set of financial goals and challenges. That's why we take the time to get to know each of our clients, working closely with them to understand their needs and develop a personalized financial plan that is tailored to their individual circumstances.

Our Services

As a Certified Financial Planner licensee, Kristi Sullivan has years of experience helping individuals, families, and small business owners achieve financial security. Our comprehensive financial planning services include:

• Financial planning and organization
• Investment management
• Retirement planning
• Estate planning
• Insurance planning
• Tax planning

What Sets Us Apart

At Sullivan Financial Planning, LLC, we are committed to providing our clients with objective, fee-only financial advice. This means that we do not receive commissions or kickbacks for selling financial products, and we are not tied to any particular financial institution or product.

Our Approach

We believe that financial planning should be a personalized process that takes into account each client's unique financial situation, goals, and values. That's why we take the time to get to know each of our clients, listening to their concerns and developing a customized financial plan that is designed to help them achieve their financial goals.

Our Philosophy

At Sullivan Financial Planning, LLC, we believe that financial planning is not just about making money, it's about creating a better life for yourself and those you care about. We believe that financial planning should be a collaborative process that involves working closely with our clients to understand their needs and goals, and developing a personalized plan that is designed to help them achieve their financial objectives.

Community Involvement

As a local business owner, we are committed to giving back to the community that we serve. We are proud to support a number of local organizations and charities, including the Financial Planning Association, the Alliance of Professional Women, and the Denver Alumnae of Chi Omega.

Get in Touch

Whether you're just starting to think about your financial future or you're looking for a fresh perspective on your financial situation, we invite you to schedule a consultation with us. We would be happy to discuss your goals and see if there is a fit for working together.