Our experienced fiduciary is certified to help people with financial assets, big and small:
Fill out the form with your name, email, and phone number and Erin Bonner, our professional fiduciary, will contact you to put together a customized plan of action for you.
Don’t worry about bills being taken care of while you’re traveling – we’ll make sure everything gets paid.
Gather and organize all of your income and expenses for your professionals’ easy tax preparation
Ensure your end-of-life documents are done and up to date so your wishes are honored.
Fiduciaries are held to the highest standards that legally require them to act in their clients’ best financial interests.
Erin Bonner has the financial skillset you need, with a multi-decade track record of managing budgets as low as $18,000 and as high as $55 million.
We want to make sure your mail gets opened, your bills get paid so you don’t have to deal with lapses in insurance coverage or utilities getting shut off, that your money is invested in ways that you’re comfortable with that support your financial goals, and you know and agree with what’s done.
You get total control over how much or how little we take care of for you.
Our guarantee for all clients:
Erin Bonner is a certified and bondable professional fiduciary. She is legally required to make financial decisions that benefit the client and won’t cause conflicts of interest. Click here to see Erin’s certifications on the National Guardianship Association website.
Sapphire Resources is one of the most highly recommended fiduciaries in Eugene because of Erin Bonner’s compassionate and thorough approach to working with her clientele.
Her clients and referral partners refer to her as “the perfect combination of straightforward and sympathetic.”
Everyone’s situation is unique – I want to make sure we’re crafting a plan that will suit your financial needs exactly. That’s why I ask for some of your time to have a consultation before we start working together.
I’ll ask you all kinds of questions to figure out exactly where you are. Then we’ll determine your goals and where you want to go!
Here are just a few things to consider when making a financial plan:
Do you do your own banking?
Can you write your own checks?
Do you balance your checkbook every month?
Do you use automatic or manual payments?
How long does monthly bill paying take to complete?
Do you work with any financial professionals – CPAs, financial planners, bankers, or investment advisers? Are you happy with them?
How often do you meet?
What are the fees you’re paying?
How long does it take to coordinate between all your financial professionals?
Do you make charitable contributions?
Which organizations are you interested in supporting?
Are you happy with who you’re contributing to?
Do you want to add or reduce your donations?
Is your funding source stable?
Who is your attorney and are you happy with them?
Do you have end of life documents in place?
When’s the last time they were updated?
Do you want to make any changes?
Where are your documents physically?
Do you have a personal representative or power of attorney?
Coordinating between accountants, financial planners, investment advisors, attorneys, and banks can be time consuming and exhausting. Would you rather spend the day enjoying time with your children and grandchildren or paying bills and doing paperwork?
Many seniors are retired and enjoying the benefits of their hard work. If you’re traveling for weeks or months at a time, you don’t need the stress and hassle of trying to make sure paperwork back at home is still getting managed.
Those very personal scenarios are exactly what I’m trained to help you plan for and manage.
Schedule a time for a financial consultation and lets make a plan together. I can come visit you face to face at your home or have a Zoom meeting or a phone call instead.