Sapphire Resources

Welcome to Sapphire Resources.

Working Together

Sapphire Resources is ready to assist you as your life changes. Owner, Erin Bonner, created Sapphire Resources to provide financial and organizational services. We offer planning and support for the wide range of circumstances life presents. Sapphire Resources is here to ensure changes in your life are smooth and effortless through helping you plan and implement the next steps in your life’s journey.

Sapphire Resources can help!

Coordination Of Services

Money Management by a Fiduciary

Organization of Life

 

  • Need one person to be sure all services and care are coordinated?
  • Need someone to take care of financial obligations now and in the future?
  • Anxious or stressed about papers and documents that have piled up?
  • Decluttering your home of possessions that have accumulated?

Get Help & Relieve Stress for You and Your Loved Ones

Our trained, supportive staff can take care of some or all of your needs.  As your needs change, we will adjust our support accordingly.

senior-couple-hike

Financial Services by a Fiduciary

A fiduciary is someone who manages money and property for the benefit of the person or family. A fiduciary is required by law to manage the person’s assets for their benefit. In addition to our support staff, Sapphire also employs two nationally certified fiduciaries, with more associate fiduciaries currently training under Erin’s mentorship.

We listen to your needs and priorities!

We work with you to develop a plan that best meets your personal goals

We will ask you all the right questions to help you make the right decisions, and guide you to hire the right people who are best suited for your transition.

There is no task too great or too small.

Planning

Discuss Your Needs • Develop Solutions

Each person is unique.

Do you need a privately appointed Power of Attorney, Trustee, or Personal Representative? 

Do you need assistance organizing your paperwork, finding important documents, and/or finding direction and focus prior to a move?

Let Sapphire Resources help you get those projects completed.

Sapphire Resources assists clients to think through their needs and develops a specific plan of action to accomplish the client’s goals. Sometimes this plan of action is all that is needed. If more support is needed, our staff will provide a full range of additional services.

Guidance & Support

As Much Or As Little As You Need

Have a specific project that requires professional attention? Our services are designed to tackle even the most complex projects. 

Contact us today to discover how we can help.

Advanced Planning

The Path to Success

It is never too early to prepare for the future and update your documents.

Some of our clients go years without need of us, but by listing Sapphire Fiduciaries as their Power of Attorney, Trustee, or Personal Representative, those clients have done all they can to prepare for the unexpected.

Whether the need arises due to age, or an emergency suddenly strikes, they’ve ensured a smooth transition.

Book an introductory meeting today to learn more about how we can guard your future.