Sapphire Wealth Planning LLC

08/14/2026

August is the season of back-to-school energy, and whether you have children heading to class or are simply looking ahead, understanding how to plan and save for education costs is an important financial step. Swipe through this month's quiz to test your college savings knowledge and see where you stand!

If you have questions about education funding or want to talk through your financial planning options, give us a call. We are here to support your financial journey.

07/22/2026

Summer is the season most of us look forward to all year, and for many, that means vacation is finally on the horizon. But before you pack your bags, it is worth taking a moment to make sure your travel plans are financially sound. Swipe through this month's quiz to test your vacation spending knowledge and see how travel-ready your finances really are!

If you have questions about budgeting for your financial goals or want to talk through your overall financial picture, give us a call. We are here to support your financial journey.

07/13/2026

July is a month that celebrates boldness, and history has shown us time and again that what once seemed impossible can often be the goal or dream most worth pursuing.

It can be easy to look at a big goal and talk yourself out of it before you even begin. The competition feels too steep, the timing feels off, or the path forward feels unclear. But most of the breakthroughs we celebrate today, whether in business, science, or everyday life, started with someone who refused to be stopped by what seemed out of reach.

As we move through this month, we want to hear from you: What is one goal in your business that once felt impossible but you are now ready to pursue? Feel free to share it in the comments. We would love to cheer you on!

01/06/2026

The new year is a perfect time to revisit financial goals and make any necessary adjustments for the year ahead. To help you start 2026 off on the right foot, we’re sharing a few key steps to consider.

For personalized wealth management guidance, call our office today to schedule a New Year portfolio review.

12/25/2025

Merry Christmas to All!

08/21/2025

Celebrating our 8th year on Facebook. Thank you for your continuing support. I could never have made it without you. 🙏🤗🎉

08/20/2025

And this is why you need a Certified Financial Planner after your divorce…

👩💼 Nearly 1 in 4 Women Have Less Than One Month of Retirement Savings After Divorce.

That stat hit hard. Maybe because it feels too familiar.

Whether you’re recently divorced, separated, or widowed, the financial aftershocks can feel overwhelming, especially when you’re trying to plan for a future that looks very different than the one you imagined.

But here’s the truth: you don’t have to figure it all out alone.

A Certified Divorce Financial Analyst® (CDFA®) professional can help you:
✔️ Understand what you have, and what you’ll need
✔️ Make informed decisions about retirement, housing, and long-term stability
✔️ Build a financial plan that gives you confidence moving forward

💡 Proactive planning during and after divorce can change your outcome and your outlook.

Read Here: https://zurl.co/Egvvy

🔍 Find a CDFA® professional near you: https://zurl.co/y5Pca

08/20/2025

This is what a Certified Divorce Financial Analyst does…

“A client came to me mid-mediation after being told to ‘just take the $80,000 and be grateful.’ When I took a closer look at her finances, I found she was likely entitled to more than $500,000. Thanks to my CDFA® training, we changed not just the outcome but her future.” — Brenda Bridges, CDFA®, Mediator

This is exactly why financial clarity matters. A Certified Divorce Financial Analyst® professional helps ensure you truly understand what’s on the table and what’s fair. The right expertise can make a life-changing difference.

Find a CDFA professional today and get the clarity you deserve. https://zurl.co/XWkgF

06/07/2025

You need a financial plan in all life transitions, especially in divorce!

Divorce isn’t just the end of a relationship—it’s the start of a major financial transition. 🧾💔

Whether you're navigating property division, retirement accounts, or future budgeting, having a Certified Divorce Financial Analyst® (CDFA®) by your side can make all the difference. A CDFA professional helps you understand how today’s decisions will shape your financial future.

✅ Expert financial analysis
✅ Clarity on complex assets
✅ Support during an emotional time

Don’t go through it alone. Find a CDFA® near you and take control of your financial future: https://zurl.co/6XDiH