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
Emergency Funds: For When the Unexpected Happens
It’s winter in Indiana! Hit a pothole hard enough and you might end up with a pricey bill for the repair. Or, what if your furnace dies when ...
Tax Reform and You
1,097 pages! That’s how many pages are in the Tax Cuts and Jobs Act, signed into law by President Trump on December 22nd. If you haven’t had time to read each page, we’ve broken down the main areas that might have the largest impact on you and your family. It might just be time to update your tax planning strategy for 2018!
Sign Up for “my Social Security” – It’s a No-Brainer!
Gone are the days of standing in never-ending lines at the Social Security office! With an account on the my Social Security site, a plethora of information is at your fingertips. We’ve highlighted the perks here.
How My Spending Challenge Played Out
In August, Kate challenged herself to tackle one bad spending habit per month. Did she make it? Follow along as she discusses the outcome of her spending challenge and what she learned along the way.
Practice What You Preach
At the beginning of June I wrote an article about the adjustments new college graduates face as they enter the workforce. In it, I provided tips on ...
From Classrooms to Cubicles
Spring Commencement is over and the Class of 2017 is entering the workforce. Gone are mornings that begin at 10 a.m., nap-filled afternoons and ...
Millennials and Financial Literacy
Studies have shown that Americans do not have a high level of financial literacy. Furthermore, millennials have been identified as the subgroup with the weakest proficiency.
Hacked! It Can Happen to You
The 2016 presidential election has been far from boring! One of the most attention-grabbing events involved the 20,000 private emails between members of the Democratic National Committee that were exposed to the public.