Sunflower Financial Planning is an independently owned and operated financial planning and investment advisory firm located in Southern New Hampshire. We serve as fiduciaries, putting our clients' best interests first in all we do. All services are offered on a commission-free, fee-only basis. For additional details about who we are and how we are compensated for our professional services, please view our Form CRS and Form ADV Part 2A, by scrolling to the footer area below.
Sunflower Financial Planning is committed to providing our clients with an integrated approach to money management and financial well-being. Whether you are an individual, family, professional, or executive, you may find, as our clients have, that you need the kind of personalized, proactive guidance that we deliver. If you are located in Massachusetts or Southern New Hampshire area, we'd be happy to meet in person. Virtual meetings are available for those who prefer to meet by telephone or digital means. Please contact us with no obligation, to get acquainted. We'll ask you about your financial goals, offer some preliminary observations, and explain how we can help by providing strategic financial planning and money management services.