Financial services alleviate the worry of day to day management of accounts, bills, and other asset management.
Our experienced and warm-hearted fiduciary is certified to help people with financial assets, big and small:
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Create a financial plan for new and changing life circumstances
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Make sure all the bills get paid while traveling or otherwise unable
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Gather legal and financial documents for taxes, and end of life documents
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Coordinate between other financial, legal, banking, and tax professionals
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 for you.
During the financial review, Sapphire Resources will:
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Identify a plan so you can stop stressing about bills and start enjoying life
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Develop a timeline to meet your goals with exact dates so you have clarity and understanding
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Determine your priorities so you can make the smartest financial choices
Erin has a great compassion and understanding for clientele that need help with the next phase of their lives. I'll keep recommending her because my clients give me great feedback about her services.
Barbara West
Realtor at Windermere Real Estate
Erin Bonner at Sapphire Resources is my go-to referral for my clients. She provides a concierge level of care and service and treats my clients with the respect they deserve.
Betty Lou Duncan
Realtor at Duncan Real Estate Group
Erin Bonner, NCG #13725
Professional Fiduciary
Financial Services We Offer
Processing Mail
Never fall behind on important bills, utilities, or insurance payments again.
Bank statements
Manage cash flow and meet due dates. We can balance your bank statements.
Paying Bills
Don't worry about bills being taken care of while you're traveling - we'll make sure everything gets paid.
Reconcile Checkbook
Keep your records accurate and up-to-date all month long.
Tax Information
Gather and organize all of your income and expenses for easy tax preparation
Coordinate With Professionals
We work on your behalf with accountants, insurance agents, financial planners, and attorneys
Wills & Estates
Ensure your end-of-life documents are accurate and up to date so your wishes are honored.
Charitable Contributions
We're passionate about nonprofits and can help you find nonprofits in your area of interest and manage your donations.
Why work with a professional fiduciary?
HIGHEST PROFESSIONAL STANDARDS IN THE INDUSTRY
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:
We will always act in the best interest of the client.
Erin Bonner is a licensed 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."
HIGHEST PROFESSIONAL STANDARDS IN THE INDUSTRY
Fiduciaries are held to the highest standards that legally require them to act in their clients best financial interests.
FINANCIAL EXPERIENCE, KNOW-HOW, AND ACUMEN
Erin Bonner has the financial skillset you need, with a 42 year track record of managing budgets as low as $18,000 and as high as $55 million.
KEEP THE PEACE WITHOUT STRESSING OUT FAMILY
Having a relative manage money can put a lot of stress on the family, possibly causing bitterness, resentment, disagreements and fights. Keep the peace with a neutral third party.
Get a comprehensive financial assessment for your unique situation.
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 an hour 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:
Banking
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 do monthly bills take to complete?
Financial Pros
Do you work with any financial professionals - CPAs, financial planners, bankers, or investment advisers?
How often do you meet?
What are the fees you're paying?
How long does it take to coordinate between all your financial professionals?
Donations
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?
Wills & Estates
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 to 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 address. I completely understand if meeting in person isn't possible for you right now. We can have a Zoom meeting or a phone call instead.
COVID-19 NOTICE: I will be wearing a mask at all times while in your home, and do so whenever I leave my home. I will make sure to touch as little as possible, and of course I frequently wash and sanitize my hands. In my personal life I avoid large gatherings to limit my exposure to the virus as much as possible. I am fully vaccinated.