Advisor at Sapphire Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sapphire Wealth Planning LLC
Location
Overland Park, KS 66210
Credentials
CFP®
Industry experience
16 years
Melissa is a Certified Financial Planner ™, Certified Divorce Financial Analyst ™and holds a Masters degree in Personal Financial Planning from the University of MO-Columbia. You can see why Melissa is highly qualified to help clients with their financial planning needs! I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that?”
A detailed, written financial plan with the strategy to live your best life and maximizing your hard-earned dollars by focusing on the 6 areas of financial planning - Net Worth Analysis, Investment Management, Estate Planning, Insurance Analysis and especially careful Tax Planning and Cash Flow Management, is the key. When you have your Cash Flow and Taxes in line, everything else falls into place.
Melissa is also very well versed in Divorce Planning. If you are facing divorce, understanding the financial implications in the divorce process is a must! Sure, you need an attorney to finalize the divorce process. However, you need a Certified Divorce Financial Analyst to help make the financial decisions that will change your life forever. Whether you need help understanding an offer that has been made, knowing what your future tax situation looks like or to help craft an offer that is equitable, Melissa can help! She has experienced two divorces and understands the impact divorce has both financially and emotionally.
Sapphire Wealth Planning - Helping Women Achieve Financial Independence! Contact Melissa to book your strategy session today.
Based on Sapphire Wealth Planning LLC
Based on Sapphire Wealth Planning LLC
1.0%
5000.00
250.00
$1250/quarter
Fees are negotiable .In some cases, we charge an AUM fee of 1% or less in addition to the flat annual fee of $5000. Hourly rates are generally applied to divorce planning, college planning or to solve a small financial planning issue.
11863 W. 112 Th St, Suite 100
Overland Park, KS 66210
Kansas · Missouri · Texas
Sapphire Divorce Solutions LLC
2020 - Present (6 years)
One Advisory Partners, LLC
2018 - 2018 (1 year)
Sapphire Wealth Planning LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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