Helping To Nurture Your Financial Well-Being and Build Wealth Through The Power Of Financial Planning
We help families build wealth while supporting aging parents and paying for college. We also guide pre-retirees through a confident transition to retirement with personalized, fee-only financial planning.
How We Help
We help clients navigate the complexities of financial decision making and gain better control over finances so they can live the life they desire with confidence and peace of mind.
Explore Options
Sunflower Clients
Our clients are professionals often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. Or they are in a later life stage getting ready for retirement.
Read More
Sunflower Resources
The Resources tab offers templates, instructions, and links to make the financial planning process and data gathering easier for you...
Dive In
Meet Sunflower’s Founder
I am a believer in the potential of people to intentionally live the life they desire. It starts with getting clarity on what's important and aligning resources with these values.
GET TO KNOW INNA
EVERY PLAN SHOULD BE A SUNFLOWER.
Is there a link between sunflowers and retirement plans? Absolutely! Learn more about it here.
WE'RE MEMBERS OF
