Sunflower Financial Planning specializes in crafting tailored financial and retirement plans with a focus on tax efficiency, financial security, flexibility and elder care. 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 have NO minimum asset requirements for financial planning services.
We offer individual financial planning solutions and wealth management services:
Sunflower Seedling
Foundational Financial Guidance
This service is designed for clients who are looking to establish a solid financial foundation and need basic financial education, budgeting assistance, guidance on setting achievable financial goals, help establishing saving and investment strategies to fund short-term and long-term goals. This service helps to create clarity and directions for your future financial security.
Sunflower Blossom
Comprehensive Financial Planning
This is a comprehensive financial planning service focused on balancing short-term needs and long-term goals. It's best for mid to late career stage clients looking to optimize wealth for long-term financial security and retirement while managing today's cash flow and addressing short-term goals such as funding children's education, purchasing a second home, taking care of elder parents, etc. This service helps to bring clarity, organization, and order to the current financial situation and ensure a solid foundation for the future.
Sunflower Harvest
Retirement Planning
This service is designed for those in a late career stage getting ready to retire soon, or in early retirement. It is the most comprehensive planning service focused on all aspects of the financial situation and geared toward long-term relationship with ongoing planning, investment and tax management. It's best suited for clients who need help with navigating Social Security, Medicare, establishing appropriate income streams to support desired lifestyle in retirement, while minimizing taxes and preserving, and growing their wealth.
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, or need help with a particular issue, or 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 a project.
Examples of individual projects we cover:
- Pre-retirement Check Up - Are we on track?
- Investment Review and Asset Allocation Analysis - Second Opinion
- Rebalancing and tax-loss harvesting consultation
- Executive compensation analysis and planning strategies (RSUs, options, deferred compensation plans)
- College Planning
- Tax Planning
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