Sapphire Financial is a financial planning firm that helps individuals, families, and small businesses pursue financial security, protect their wealth, and plan for the future. Its approach centers on personalized strategies, clear goals, regular progress reviews, and adjustments as clients’ lives and priorities change. The firm’s services include comprehensive financial planning, retirement preparation, investment portfolio management, tax planning strategies, Social Security guidance, and education savings planning.

Sapphire Financial also supports estate and legacy planning, risk management, insurance needs assessment, asset transfers, charitable giving, and business succession planning. For legacy matters, the firm can coordinate with clients’ trusted estate attorneys and collaborate with legal and tax professionals. Its planning aims to help clients align financial resources with their goals and consider how wealth and personal values may be passed to future generations.

Founded by Senior Financial Planner Kayla Nolan Grodi, Sapphire Financial serves clients across life stages, from young professionals to retirees, with a focus on multigenerational planning