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When it comes to financial matters

YOU NEED AN ADVISOR YOU CAN TRUST

Who can give advice tailored to
your needs as your family grows.

SAPPHIRE WEALTH PLANNING

Fee-only, unbiased, and certified

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Sapphire Wealth Planning

COMPREHENSIVE FINANCIAL PLANNING

For Women, Families & Individuals

PLANNING FOR YOUR FUTURE SELF

Investment & Risk Management

EDUCATION COST NAVIGATION

Custom Planning Strategies & Assistance

FINANCIAL MANAGEMENT

Tax Planning, Cash Flow Management & Estate Planning

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All of these people

HAVE VERY DIFFERENT GOALS

Wants to retire at 50

needs a tax plan

Single dad supporting kids

worries about son's college costs

Navigating cash flow & risk

Paying off student loans

We advise

ALL TYPES OF FAMILIES

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Comprehensive

Financial

Planning

No matter your financial goals, we customize a plan to help you get there.

Welcome To 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.




We focus on what’s happening in your life now, while keeping an eye on your future.


Your Journey to Successful Financial Management

It’s more than education, training, and experience, it is the personal touch. Sapphire Wealth Planning will take the time to listen and develop a financial plan based on your goals. The first step in this process is to schedule a meeting for us to get acquainted.

Empowering Women To Financial Independence

Our firm is passionate about helping women to have all of the tools that they need to establish and maintain wealth, and to make the right choices for their financial goals.

Helping Clients Navigate Life Transitions

We often work with clients experiencing life transitions such as loss of a spouse through divorce or death, career change, or sending children to college.