Empowering Women to
Achieve Financial Independence
Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth. By exploring multiple options at the crossroads of your life, we can assist you in making choices leading to financial independence.
Empowering Women to
Achieve Financial Independence
Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth. By exploring multiple options at the crossroads of your life, we can assist you in making choices leading to financial independence.
Empowering Women to
Achieve Financial Independence
Sapphire Wealth Planning is passionate about helping women to establish and maintain wealth. By exploring multiple options at the crossroads of your life, we can assist you in making choices leading to financial independence.
Our Favorite F Word? Fiduciary!
Comprehensive Financial Planning
We take our duty to uphold the highest fiduciary standard of care seriously, so you can rest assured that your interests are our utmost priority at all times. As a member of NAPFA, and the XY Planning Network, Sapphire Wealth Planning is obligated to act solely in your best interest, and have signed the Fiduciary Oath. We want you to make better life-changing decisions in a safe, non-judgmental environment.
Our Favorite F Word? Fiduciary!
Comprehensive Financial Planning
We take our duty to uphold the highest fiduciary standard of care seriously, so you can rest assured that your interests are our utmost priority at all times. As a member of NAPFA, and the XY Planning Network, Sapphire Wealth Planning is obligated to act solely in your best interest, and have signed the Fiduciary Oath. We want you to make better life-changing decisions in a safe, non-judgmental environment.
Divorce with Financial Confidence
Divorce Planning
Curious about your financial future? Can I stay in my house? Can I afford my children’s education? Can I achieve financial independence on my own? We will navigate the financial transition with you as you go through the divorce process, so you can truly begin a new chapter with confidence.
Divorce with Financial Confidence
Divorce Planning
Curious about your financial future? Can I stay in my house? Can I afford my children’s education? Can I achieve financial independence on my own? We will navigate the financial transition with you as you go through the divorce process, so you can truly begin a new chapter with confidence.
Divorce with Financial Confidence
Divorce Planning
Curious about your financial future? Can I stay in my house? Can I afford my children’s education? Can I achieve financial independence on my own? We will navigate the financial transition with you as you go through the divorce process, so you can truly begin a new chapter with confidence.
Confused about how to save for a new home, college for the kids, retirement AND still live your best life now?
Find financial security and peace of mind when you delegate your financial planning to us so that you can concentrate on what matters to you most.
About Us
We do not believe in a one-size-fits-all approach for financial planning and investment management. Sapphire Wealth Planning is a fee-only comprehensive financial planning firm that builds a financial plan tailored to fit your personal goals. We focus on what is happening in your life now, while keeping an eye on your future retirement. Each financial plan is built with multiple facets, including a Balance Sheet, Cash Flow Analysis, Income Tax Projection, Investment Management, Insurance Review and Estate Plan Review. A solid financial plan includes a comprehensive look at all aspects of your financial life, like pieces to a puzzle.
Customized Financial Planning
Together we define what financial success means to you, create a strategic plan tailored to your goals, and partner together to help you attain it.
Holistic Approach
Your personal financial plan is designed to encompass all aspects of your financial life, integrating each piece purposefully to help you attain financial independence.
Our Favorite F Word? Fiduciary
We take our duty to uphold the highest fiduciary standard of care seriously, so you can rest assured that your interests are our utmost priority at all times.
Sapphire Wealth Planning
Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm. We help Kansas City individuals and families take control of their financial outlook. Many of our clients were managing their finances on their own and now benefit from professional advice. A minimum level of assets is NOT required to become a client.
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WARRANTIES & DISCLAIMERS
There are no warranties implied.
Sapphire Wealth Planning LLC is a registered investment adviser located in Overland Park, KS. Sapphire Wealth Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sapphire Wealth Planning LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Sapphire Wealth Planning LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Sapphire Wealth Planning LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sapphire Wealth Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sapphire Wealth Planning LLC, please contact the state securities regulators for those states in which Sapphire Wealth Planning LLC maintains a registration filing. A copy of Sapphire Wealth Planning LLC’s current written disclosure statement discussing Sapphire Wealth Planning LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Sapphire Wealth Planning LLC upon written request. Sapphire Wealth Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sapphire Wealth Planning LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.