Melissa Ellis

CFP®, CDFA®, MS

Sapphire Wealth Planning LLC

Founder/President

Contact Me

I can work with clients anywhere!

Melissa Ellis

CFP®, CDFA®, MS

Sapphire Wealth Planning LLC

Founder/President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Melissa Ellis, CFP®, CDFA®, MS

Contact Me

(913) 735-0797

Website

Fee-Only financial planner located in Overland Park, KS, serving clients in the Greater Kansas City area and across the country.

Melissa Ellis is an Overland Park, KS fee-only financial planner.

Sapphire Wealth Planning is a fee-only financial planning firm passionate about helping women establish and maintain wealth.  Our specialty is navigating the financial transition for those going through the divorce process.

Melissa Ellis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Melissa Ellis is a Fee Only Financial planner in Overland Park, KS.

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 their best life by helping them attain financial independence.  It’s very rewarding to know that you are helping your clients sleep better at night because they have their finances in order. ”

Melissa is a Certified Financial Planner®. She earned her bachelor's degree from Park University in Parkville, MO in Business Management and graduated with cum laude honors.   She then earned her Masters of Science in Personal Financial Planning from the University of Missouri –Columbia. Melissa is a proud member of the XY Planning Network, Greater Kansas City chapter of the Financial Planning Association, NAPFA, International Association of Women, Chamber of Commerce Leawood KS, and Women's Executive Club.

When Melissa is not working, she enjoys traveling with her husband, Doug.. Melissa has traveled to all 50 states, as well, as Europe, Canada, Mexico, and the Caribbean. Her next travel goal is to visit all 7 continents.

Melissa Ellis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Sapphire Wealth Planning is a fee-only comprehensive financial planning and registered investment advisory firm . We provide holistic financial planning and investment advice to women in transition such as divorce, career changes, sending kids to college or widowhood.

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.  We are available to meet with each client on a quarterly basis to assist them in meeting their goals.  A minimum level of assets is NOT required to become a client. We offer flexible payment arrangements including a monthly retainer model.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Divorce Planning
  • College Planning for Families of Divorce
  • Tax Planning
  • Investment Management

Ideal Clients

  • Women Business Owners and Executives
  • Gen X Families
  • Millennial Investors
  • Career Changers
  • Baby Boomer Retirees and Near Retirees

Working Together

  • Complimentary Initial Consultation
  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Melissa Ellis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Divorce Financial Analyst
    Melissa Ellis is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • XY Planning Network
    Melissa Ellis is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Melissa Ellis is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Melissa Ellis is a Member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Melissa Ellis

(913) 735-0797

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Office Locations:

  • 9393 W 110th St
    Suite 500
    Overland Park, KS

Disclosure

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 profile 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.

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