Sullivan Financial Strategies

Specialties

Sullivan Financial Strategies offers personal financial coaching for young professionals, couples and families.

We specialize in:

–Cash flow and budgeting

–Debt reduction

–Goal planning

–Employee benefits selection

–Tax preparation

–401k contributions and investment selection

History

Established in 2012.

Shanda Sullivan has a deep passion for financial planning that grew out of seeing so many Americans in debt. She believes this stems from the lack of education regarding personal finances as well as changes within the economy. She feels it is an honor to help her clients learn how to manage their money. She formed Sullivan Financial Strategies with a mission to assist clients in obtaining financial freedom and give them the ability to enjoy their life without losing sleep over their finances.

Meet the Business Owner

Shanda S.

Business Owner

Who likes dealing with their finances? Well if you are like most people, you don’t! Fortunately, there are money nerds out there like me that love to create budgets, calculate loan payments and review 401k plans. At Sullivan Financial Strategies, we help our clients tailor their finances so they can achieve their goals. We do not sell any investments or insurance products and do not make commissions off of your money! We simply help you enjoy life without financial burdens.