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Sapphire Wealth Planning
Tax Planning, Cash Flow Management & Estate Planning
HAVE VERY DIFFERENT GOALS
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.
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.
Designed to encompass all aspects of a your financial life, integrating each piece purposefully to help you be more confident in your financial future as a whole.
We follow the highest fiduciary standard & do not sell products, so you can rest assured that client interests are our utmost priority.
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.
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.
© Copyright 2018 Sapphire Wealth Planning, LLC