Sapphire Resources helps individuals and their families through financial management from start to finish.
Erin Bonner started Sapphire Resources in 2017 to help individuals and their families through the difficulties of transitioning between life stages. Those that have worked with her over the years call her “the swiss army knife of services” because she always has the right tool for the job.
“I want people to know they’re valued. I want to be able to help them along a process that is challenging.”
Sapphire Resources’ financial services come with a concierge level of care. Whatever is needed, Erin and her team makes it happen.
Whether that’s planning what to keep when downsizing or putting the checks in the mail to make sure the bills get paid, Erin is there to help.
Erin has an impressive history of doing excellent work managing financial assets.
“I’m a native Eugenian, and that gives me a huge advantage,” Erin says. If she isn’t able to help, she knows the best fit to get the job done. “I just want to make people’s lives easier.”
Many seniors turn to their family to handle decisions about their estate and their finances. But many family members don’t have the financial skill set, or live far away, and it can cause a lot of tension and possibly contrition.
“I’ve found that many of my clients don’t know what questions to even ask – they’re frequently confused about what needs to happen.” Most people Erin works with are perfectly capable of making their own decisions, they just need help with the mechanics and the logistics of it all.
Erin has a long career of interacting with lawyers, insurance agents, CPAs, accountants, financial advisors, and plenty of other financial professionals. Juggling all of those starts to take up more and more time as people age, and can be even more difficult when someone has passed away.
Erin Bonner has the incredible ability to walk people through how to get from where they are to where they want to be. She’s the perfect combination of empathetic and effective.