Advisor at Sunflower Financial Planning, LLC
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At Sunflower Financial Planning, we specialize in helping families in the midlife stage navigate complex financial responsibilities with clarity and confidence. Our clients are often balancing competing priorities—saving for their own future, supporting aging parents, and funding college education for their children. We guide them in building long-term wealth while creating financial security today.
We also work closely with pre-retirees who are preparing to transition into retirement. Through personalized, comprehensive planning, we help align their resources with their goals, offering strategies for income distribution, tax efficiency, and long-term care planning.
Whether you're facing the challenges of the “sandwich generation” or approaching retirement, we’re here to provide thoughtful, fee-only advice designed to support your life—not just your portfolio.
AUM: sliding scale schedule
Flat: $3,500-$10,000
Hourly: $350
Monthly: $350-$1,000
We help midlife families build wealth while supporting aging parents and paying for college. We also guide pre-retirees through a confident transition to retirement with personalized, fee-only financial planning.
Sunflower Financial Planning, LLC
2024 - Present (2 years)
Fidelity Personal and Workplace Advisors LLC
2021 - 2024 (3 years)
National Financial Services LLC - a Fidelity Investments company
2017 - 2021 (4 years)
Fidelity Brokerage Services LLC
2015 - 2024 (9 years)
CFP®
North Andover, MA
Powwow, LLC
For years Quentara was the unexpected primary caregiver for her father who was diagnosed with Alzheimers. During his transition she continued to work, buy a house, get married, and start a family. She founded Powwow with the intent of helping other families prioritize their goals that are often neglected due to the in-the-moment demands of kids and aging parents. Powwow is fee-for-service, meaning a family's net worth, relationships, goals, and concerns are discussed and illustrated without the need to invest assets or purchase product. If you have questions related to every day goals, elder care transition, and kids you've come to the right place. Quentara has been featured in numerous publications, including NerdWallet, CBS MoneyWatch, and Financial Planning Magazine. She has also been invited to present on financial planning and elder care topics throughout Massachusetts. Follow her on social media and reach out to schedule a free consultation.
Series 66
Bedford, NH
Edward Jones
Series 63, Series 66
Merrimac, MA
Edward Jones
Series 66
Bedford, NH
Edward Jones
Series 66
North Andover, MA
Edward Jones
ChFC®, Series 63
Londonderry, NH
Edward Jones
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