Inna Rivilis, CFP®
Retirement Happiness Starts with Planning
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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
- XY Planning Network
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
