May 2026 Insights
FIRM UPDATES
Our New Website Is Live!
We've redesigned craftandsage.com to better communicate who we specialize in helping -- making it easier for current clients to refer the right people, and for prospective clients to see if we're a fit.
Built around the people we serve most often:
Real Estate Investors
Connecting property wealth with the rest of your financial life.
Women & Wealth
Thoughtful guidance for major life and money decisions.
Business Owners
Coordinating business success and personal wealth.
High Earners
Structure for wealth-building, taxes, and long-term planning.
Retirees
Clarity on income, tax, legacy, and lifestyle decisions.
Pre-Retirees
Preparing for the retirement transition with confidence.
YOU'RE INVITED
Join Us For Our Building's Grand Opening!
We're throwing a block party to welcome clients and the West Side / Crossroads community to the new occupants of the completely remodeled 2500 Summit Street — Craft & Sage Wealth, Vertex Construction, and Dance Fit Flow.
Drinks, pizza, ice cream, music, and a bounce house for the kids. We'll celebrate rain or shine in the parking lot, with shaded outdoor areas, indoor access, and tours of the newly remodeled building.
DATE: Saturday, June 6, 2026
TIME: 2:00 – 6:00 PM
WHERE: 2500 Summit St, Kansas City, MO 64108
Plenty of parking nearby. Feel free to bring a guest or the whole family!
EDUCATION
"Older Adults Care Options" Workshop Recap
Thank you to everyone who was able to attend the recent workshops on understanding care options for older adults and navigating related transitions.
We hosted two sessions — one in Kansas City and one in Topeka — with guest presenters from two different agencies who shared helpful information and practical resources.
We've gathered the materials so they're available to all clients:
- Conversations to Start Now
- When to Hire an Aging Life Care™ Professional
- Nursing Home Checklist
- Caring For Your Aging Parents
More educational workshops are coming soon!
THE CRAFT & SAGE COMMUNITY
What Clients Told Us
Highlights from our recent client survey.
#1
They feel more confident
Clearer about the future and decisions ahead.
#2
They feel less alone
A team beside them during major life moments.
#3
They feel heard
Conversations focus on what matters mos.
#4
They value clarity
Complex topics made easier to understand.
#5
They value the relationship
Personal. Caring. Thoughtful. Honest. Trustworthy.
#6
They trust us enough to share us
Most new clients arrive by personal introduction.
Thank you for helping us build a more thoughtful, personal, and intentional client experience.
Know someone who could use a thoughtful conversation?
So many of the people we work with came to us through someone they trust. If a friend, family member, or colleague is navigating a decision and could use a steady perspective, we'd be honored to be the introduction.
★ ★ ★ ★ ★
Found the work helpful? Share a quick word.
A few sentences on Google goes a long way in helping other thoughtful people find us when they're looking for guidance. If you've got two minutes, we'd be grateful.
As always, thank you for the opportunity to serve you.
~ The Craft & Sage Wealth Team
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