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
- 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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