Good For You
Financial Planning
Helping All:
Aspiring DIY'ers
Pension Participants
Small Business Owners
Invest in Your Financial Life
Am I:
Saving enough for my goals?
Ready for retirement?
Investing well?
Being wise with taxes?
Optimizing employer benefits?
Learn How To:
Organize and set up systems for success.
Prepare for future goals like retirement.
Understand financial concepts like investing and tax efficiency.
Take action and monitor results.
Transparent pricing with no hidden costs or commissions.
Why Work With Me?
Optimize your pension
Maximize your employer benefits
Invest with confidence
Plan for tax efficiency​
Make big financial decisions
Learn how to do all of the above (and more)
My Services Meet You Where You're At
Urgent Financial Concern
Receive expert analysis & information. Together we make a decision and execute.
Create a Financial Plan
Get organized, understand your current path and create a plan.
Implement a Financial Plan
Put your financial plan into action! Learn how to execute, monitor and make adjustments.
Progress
Partner
Let me take the cognitive load, so you can focus on what's most important to you.
On-Going Financial Planning
$
Months 1-4
395
Months 5-on
$
195
Develop a comprehensive financial plan and learn how to implement and monitor your plan.
Hourly Rate
$
295
Meet for one hour or collaborate on a larger project.
Examples: cash flow analysis, consolidating accounts, employer benefits selection, saving for retirement.
Clients' Achievements
Buying a House
Enjoying Retirement
Having a Baby
Big Purchases
Paying for College
New Directions
Student Loan Forgiveness
Confidence with Money
Clients' Employers & Pensions
...and more
Get to Know Me
Podcast Interviews & Media Quotes
Measure Twice Planners
New Planner Podcast
Episode #251
Advice-Only Podcast
Episode 2
Mary Ann Sullivan, CFP
®
The ONLY advice-only, fee-only Certified Financial Planner® in Inyo & Mono counties.
Affiliations, Qualifications & Bio
I spent two decades in public education as a teacher, principal and administrator at Los Angeles Unified School District (LAUSD). My driving force has always been a belief in education as a tool for empowerment. This was evident in my proudest achievement: transforming one of LAUSD’s lowest-performing schools. Now, I bring that same dedication to my work as a financial planner. My personal path to financial independence, including navigating the complexities of CalSTRS and MPI pensions, has given me a unique perspective and deep understanding of these systems. I now dedicate my encore career to helping others achieve the same freedom, confidence and security.
Contact:
