Sapphire Wealth Planning LLC
- Fee-Only Financial Planning
- Pre-Divorce Planning
- College Education Planning
- College Planning for Divorced Parents
- Student Loan Debt Management
- Tax Planning
- Estate Planning
- Cash Flow Analysis
- Insurance Planning
- Investment Management
- Retirement Planning
- Monthly Retainer or Quarterly Billing Available
- Hourly Fee Consultations
Overland Park, KS
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Melissa Ellis is an Overland Park, KS Fee-Only Financial Planner serving the Greater Kansas City area, and throughout the U.S. via virtual meetings. Sapphire Wealth Planning LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Melissa Ellis is a NAPFA-Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional, and holds a Master of Science Personal Financial Planning degree from the University of Missouri.
Melissa Ellis is a Fee Only Financial planner in Overland Park, KS. Melissa Ellis is a NAPFA-Registered Financial Advisor.
After a career in the travel industry, Melissa made a career change to personal financial planning in October 2008, just in time for the bumpy ride the Market took that year. Melissa enjoys working with people and helping them achieve their financial goals. “It’s my goal to help my clients live well by helping them develop financial independence. I do this by building a personalized financial plan for each client to help them achieve their goals. It’s very rewarding to know that you are helping your clients to be able to sleep better at night because they have their finances in order. ”
Melissa is a Certified Financial Planner. She earned her Bachelors degree from Park University in Parkville, MO in Business Management and graduated with cum laude honors. She then went on to graduate school at the University of Missouri –Columbia to study Personal Financial Planning. Melissa is a member of the Greater Kansas City chapter of the Financial Planning Association.
When Melissa is not working, she enjoys travelling with her husband, Doug. Melissa has traveled to all 50 states, as well, as Europe, Canada, Mexico and the Caribbean.
Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm . We provide holistic financial planning and investment advice to those who are working to meet their financial goals.
The majority of our clients are enjoying a successful career and motivated to meet their financial goals by investing while following a comprehensive financial plan tailored especially for them. A minimum level of assets is NOT required to become a client. We are committed to meeting with every client on a quarterly basis to assist them in meeting their goals.