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What To Expect As A New Client
Sapphire Wealth Planning is a fee-only comprehensive financial planning firm. The term fee-only means that we are compensated solely by the fees paid to us by the clients we serve. The benefit of this approach is that our clients know exactly how much they’re paying for financial advice. Most importantly, we’re not interested in pushing you into an unnecessary product just to reap our own personal financial rewards.
Developing your personal financial strategy is a comprehensive process. Here is what you can expect when meeting Melissa of Sapphire Wealth Planning. Generally, the first three meetings will occur during a four- to six-week window.
Your first meeting with Melissa of Sapphire Wealth Planning is complimentary. We will discuss your needs and talk about how we can help you.
Your second meeting requires you to bring various financial documents such as your tax returns, pay stubs, employee benefits plans and current investment statements.
At that time, we’ll have a deeper conversation about your goals and what you want to accomplish.
For your third meeting, Melissa will analyze your financial information and present a comprehensive plan, including various reports generated to assist her in creating your strategy.
Each financial plan includes a balance sheet, cash flow analysis, income tax projection, investment management, insurance review and estate plan review.
Having your financial goals laid out in a long-term strategy that’s reviewed on a regular basis is absolutely critical. We will have quarterly meetings to assess your plan.
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.
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