Melissa Ellis, M.A., CFP®, CDFA Sapphire Wealth Planning LLC

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About Melissa Ellis, M.A., CFP®, CDFA

After a career in the travel industry, Melissa made a career change to personal financial planning in October 2008, just in time for the roller coaster ride that the economy took that year. Melissa enjoys helping her clients 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 Masters in Personal Financial Planning from the University of Missouri –Columbia. Melissa is a member of the Greater Kansas City chapter of the Financial Planning Association.

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. Their next travel goal is to visit all 7 continents!

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Ideal Clients

  • College Planning
  • Generation X
  • Women
  • Women in Transition
  • World Travelers

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $295/mth + AUM
  • Quarterly Fee: $875/qtr
  • AUM: 0.5%

 

SEC Records

States Registered

  • Kansas
  • Missouri

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