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Inna Rivilis (CFP®, MSFP)

Inna Rivilis focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • Generation X
  • Investment Advice with Ongoing Management

Planning Specialties

Sunflower Financial Planning specializes in helping caretakers and their families who are sandwiched between taking care of aging parents, supporting their own family, and managing demanding careers, to build wealth and create financial security for their own future. We work with clients who are current or former employees of public and private corporations, or have a partner who works in a publicly traded or a private corporation offering retirement plans such as 401k, and, in many cases, non-qualified deferred compensation plans and equity compensation such as options, RSUs, and other types of equity awards.

Additional Information

I am Inna Rivilis, the founder of Sunflower. We help women and their families who are sandwiched between taking care of aging parents, supporting their own family, and managing demanding careers, to build wealth and create financial security for their own future.

As a caretaker myself, I understand how overwhelming it feels when "it's all on you". I designed my financial planning service not just to help clients prepare for financially secured future, but also offer eldercare planning service and tools designed to help caregivers organize and simplify eldercare responsibilities.

NAPFA Start Date

May 22, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

PO Box 322 Windham, NH 03087-2389 Phone: +1 (603) 722-0703
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