Sunflower Financial Planning specializes in crafting tailored financial and retirement plans with a focus on tax efficiency, financial security, flexibility and eldercare. We are a fiduciary registered investment advisor which means we put the client’s interests first 100% of the time. We don't sell products or receive commissions.
We offer stand-alone financial planning and ongoing retainer-based and wealth management services.
Sunflower Seedling
Stand-Along Financial Plans
Whether you’re planning for retirement, managing caregiving responsibilities, or navigating a major life change, our one-time financial planning services provide a focused approach to help you move forward with clarity and confidence.
This a la carte service is ideal for those who seek expert guidance without a long-term commitment. Think of it as a personalized financial blueprint that puts you in control.
Sunflower Blossom
Retainer-Based Financial Planning
Our retainer-based financial planning service provides ongoing, personalized guidance to help you navigate life’s financial complexities. With regular check-ins and proactive support, we ensure your plan evolves with your goals, family needs, and changing circumstances.
This service is perfect for those seeking a trusted partner for comprehensive financial oversight and continuous collaboration.
Sunflower Harvest
Wealth Management
Our Wealth Management service offers an all-inclusive approach to your financial well-being. This model integrates investment management, tax planning, and ongoing financial planning to ensure every aspect of your financial life works in harmony.
Designed for those seeking a holistic, proactive strategy, this service provides peace of mind and a trusted partnership to help you achieve your long-term goals.
Individual planning projects and hourly work.
At Sunflower, we believe in helping people and meeting them where they are. If you have a particular question related to your finances or investments, need help with a particular issue, or are simply looking for a second opinion to validate your approach, we offer one-time planning projects and hourly engagements. Our hourly rate is $350. Individual projects may take between one and several hours of time, depending on the project.
WE'RE MEMBERS OF
