Inna Rivilis, CFP®
Retirement Happiness Starts with Planning
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Sunflower Financial Planning
Inna Rivilis, CFP®
Windham, NH
Serving Clients Nationwide
Retirement Happiness Starts with Planning
Areas of Focus
- Caregiving for Parents
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Inna Rivilis, CFP®
Hi, I'm Inna Rivilis, the founder of Sunflower Financial Planning, an independent, fee-only financial planning practice based in Windham, NH and serving clients across the country.I believe that individuals and their families deserve a better approach to money management. I started Sunflower Financial Planning with a goal to make quality independent and objective financial planning more accessible without a need to turn over assets for management in order to receive financial planning advice.
As a student-immigrant to the United States, I quickly realized that learning about finances is paramount to my survival in this country. Being able to understand and navigate the complexity of the financial system with 75 thousand pages of the IRS tax code, the stock market as a primary outlet for building retirement savings, debt commonly present in a day-to-day life, and other complexities was critical for future success.
While getting my bachelor’s degree in finance, master’s in financial planning, and earning a designation of CERTIFIED FINANCIAL PLANNER™ helped me to gain technical knowledge about finance and investment markets, the real love and a firm belief in the power of financial planning developed after I started working with individuals and families.
Prior to launching Sunflower Financial Planning, I spent over 17 years in the wealth management industry at both large financial companies and independent wealth management firms in the Boston and southern New Hampshire areas, including Fidelity Investments and Wells Fargo Private Wealth.
Throughout my career, I have advised clients from all walks of life, from multimillion-dollar generational wealth holders and C-level executives at Fortune 500 corporations to regular Main Street people who work hard to save for retirement, send their children to college, and take care of sick or elderly family members while juggling life.
I believe in the potential of people to intentionally live the life they desire. It starts with getting clarity on what's important to you in life and aligning resources with these values. Family is one of the most important things in my life. I am a mother, a partner, a friend, and a business owner. I live my life with empathy and compassion and find joy, energy, and fulfillment in collaboration and community.
Balance is peace and harmony for me. I am drawn to nature for both adventure and healing. Stillness is my sanctuary. You may find me on a bike path, a ski slope, a hike in the mountains, a yoga retreat, meditating at the beach, exploring a different country or a national park, or volunteering in classrooms to teach financial literacy to children. Anchored by my family, my friends, my professional community, and my interest in creating freedom for myself and others.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
Windham, NH 03087
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Sunflower Financial Planning
Sunflower Financial Planning is an independently owned and operated financial planning firm located in Windham, NH and serving clients across the country. We serve as fiduciary registered investment advisor, putting our clients' best interests first in all we do. We don't sell products or receive commissions. We have NO minimum asset requirements for financial planning services.We specialize in financial planning and retirement readiness for different life stages with a focus on tax efficiency, financial security and flexibility. We are committed to providing our clients with an integrated approach to money management and financial well-being.
WHO WE HELP
At Sunflower Financial Planning, we help clients who are sandwiched between taking care of aging parents, supporting their own families, and managing demanding careers to build wealth and create financial security for their own future.
Many of our clients are current or former employees of public and private corporations, or they have a partner who works for a publicly traded or private corporation that provides retirement plans such as 401k and, in many cases, non-qualified deferred compensation plans, as well as equity compensation such as options, RSUs, and other forms of equity awards.
LET'S CONNECT
Please click the 'Book Intro Call' button above to schedule a conversation to get acquainted at no obligation. We'll ask you about your financial goals, offer some preliminary observations, and explain how we can help by providing financial planning services.
Work with Sunflower Financial Planning to guide you to the future filled with sunshine and tranquility.
Education
Bentley University - McCallum Graduate School of Business, Master of Science (MS), Financial Planning | University of Wisconsin-Milwaukee, Bachelor of Science (BS), Finance
Hobbies and Interests
- Cycling
- Family
- Hiking
- Skiing
- Traveling
- Volunteering
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Caregivers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Women Professionals
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