Kate Sullivan, CFP®
Wealth Advisor
My role as a financial planner involves engaging in the necessary steps that build a financial plan. Along with running useful projections and models, I also remain knowledgeable on changes in the industry to ensure that we deliver a high level of client service.
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
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.
What’s Your Biggest Waste of Money?
It’s easy for wasteful spending to go undetected, especially if you’ve developed any of these bad habits. You work hard for your paycheck, so make sure you’re spending it in the right places. We cover some of the easiest places to spend more money than you need to. Read on and then celebrate Financial Planning Month by reviewing your budget for wasted money.
What Should I Do with My Old Retirement Accounts?
Times have changed. Your parents may have worked for the same company their entire career, but we’re in the day and age of job-hopping.
The Underutilized HSA
By law, Health Savings Accounts are so tax-efficient they may be the best investment vehicle available. Then why are we not maximizing their use?