Kate Sullivan, CFP®
Wealth Advisor
As a Wealth Advisor, I cut out the noise of personal finances by turning goals into actionable, projection-based tasks. Whether it’s saving for retirement, funding a child’s education, purchasing a new home, or balancing competing priorities, I partner with clients to identify how much they need to save each year to make their dreams attainable.
My approach centers on simplicity and action. I translate complex financial concepts into practical guidance by prioritizing cash flow first. Once the strategy is automated, I leave no stone unturned in my client’s financial life. We explore all relevant topics spanning from life insurance needs to estate planning considerations to tax planning and beyond. By connecting the numbers to their goals and current situations, I aim to give clients peace of mind knowing their plan is both personalized and on track for the future.
Professional Financial Planning Experience
- Professional experience includes assisting the financial planning team in providing thorough analyses in all aspects of our clients’ financial situation in order to provide sound recommendations to help clients achieve financial security.
Career History
- Bedel Financial Consulting, Inc. Financial Planner
- Bedel Financial Consulting, Inc. Financial Planning Coordinator
Education and Professional Designations
- CERTIFIED FINANCIAL PLANNER™
- Bachelor’s Degree in Finance, Financial Planning Concentration, Indiana State University
Professional Activities
- Board Member, Indiana Education Savings Authority (2022 – Present)
- Board Member, Indiana State University Alumni Association (2022 – Present)
- Member, Junior League of Indianapolis (2018 – 2023)
- Member, Financial Planning Association of Greater Indiana (2016 – 2022)
BLOG POSTS
Hiring a Financial Advisor: When is it Time?
Only you will know if and when it's the right time to hire a financial professional. There's an advisor out there for everyone, whether you're looking for a one-time financial plan or a long-term, comprehensive relationship.
Tax Diversification
Every investment account falls into one of three buckets: tax now, tax later, and tax never. Tax diversification is an important piece to “afford” flexibility.
What Should I Do With My Inheritance?
Baby Boomers are aging. There's no question; money is shifting hands over the next forty years. The Great Wealth Transfer will look different for everyone.
Great Parents, Bad Savers?
It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.
Construction Fever
Having a say in every little detail of a brand new home sounds appealing, but be sure to weigh your financing options and consider the risks before breaking ground!
The Budget Bride: Weddings Under $10k
Getting married shouldn’t mean taking on new debt. Start marriage off on the right foot by defining your budget and sticking to it. It’s possible to throw an above-average party at below-average costs! Here are some helpful tips.
The Road Less Traveled: Economic Injury Disaster Loans
$10 billion of the CARES Act went to the SBA’s existing disaster loan program, the Economic Injury Disaster Loans, with an additional $60 billion added weeks later. But what is an EIDL, and how can you use it?
Am I Doing This Right? Your Guide to Health Care Consumption
The health care industry is like a box of chocolates. With so many unknowns, it can be challenging to navigate the healthcare system. But remember, you do have a voice. It’s time to become an educated and engaged consumer!
The Many Decisions of an Investor
You've just won $10,000. What now? It may be time to hire a professional to remove the confusion from your financial situation.
Kate’s 2019 Holiday Gifting Ideas
Unsure of what to get your nieces and nephews, brothers and sisters for the holidays? Teaching your loved one about the power of investing and compounding interest could lead to big rewards in their future.
Cyber Security: Out of Your Control - or Not?
Nine million Americans are victims of identity theft each year, are you one of them? Find out which online activity creates the highest risk for identity theft and what you can do to protect yourself and your data.
Retiring at 50: The Keys to Early Retirement
Do you aspire to retire at the age of 50? If so, you’ll need a fool-proof plan. In no special order, we have listed below the essentials to an early retirement.