TESTIMONIALS
“At 88 years old, peace of mind matters. Bonnie has been an ongoing support system for me — from referrals to financial advisors and tax professionals to simply helping me know where to turn. Because of my limited eyesight and hearing, Bonnie even comes to meet with me personally and always makes sure my needs are taken care of. You can’t go wrong working with Bonnie and her team.”
— Gary W.
"Bonnie has been my support system for over two years. She was there for me when I was in the hospital, and she’s helped me with everything from navigating legal issues to making sure I have the right resources when I need them. Bonnie’s kindness and dedication have made all the difference."
- Bette G.
“Our family is incredibly grateful for Bonnie and her team. As we navigate our father’s illness after his successful 40-plus-year career, our priority has been spending meaningful time with him and simply enjoying the moments we have together.
Knowing we have a strong, trustworthy support system in place has brought us tremendous peace of mind. Bonnie and her team have been exactly that — compassionate, dependable, and there for us when we need guidance and support the most.”
— D.L.
“With Bonnie’s bold strength and willingness to ask the right questions, our family was able to successfully navigate my auntie’s medical challenges and transition into memory care.
During a very emotional and difficult time, Bonnie’s guidance, advocacy, and attention to detail gave us confidence and clarity. We are deeply grateful for Bonnie’s boldness and for the efficiency and support provided by her entire team.”
— R.A.
“Bonnie and her team have been incredibly patient, supportive, and always just a phone call away. Because of their guidance, we now have peace of mind knowing our son will be well informed and cared for if anything should happen to us. We are deeply thankful for the referrals, resources, and support systems Bonnie has connected us with.”— J.W.
For more than 50 years, Bonnie has built businesses and supported individuals and families through important financial, organizational, and life transitions. Her work centers on helping families create greater clarity around the decisions and documentation that matter most—from financial organization and family preparedness to end-of-life planning and legacy considerations. Through her Family Peace Plan approach, Bonnie helps clients gather information, identify priorities, organize important documentation, and connect with the appropriate professional resources when specialized legal, financial, tax, or other professional guidance is needed. Bonnie's experience includes extensive work with estate-planning documentation and client organization, including trust-related documentation, wills, powers of attorney, advance health-care directives, assignments, schedules, and related records. When legal advice or legal drafting is required, those matters should be addressed by appropriately licensed counsel. Her goal is simple: to help families move from uncertainty and scattered information to organization, clarity, and peace of mind.
My coaching profession has added elements to my life that not only surprised me, yet is so needed for us all;
End-of-Life Planning!
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Email: info@bonniejonesfinancialcoaching.com
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I gather and organize the information that makes up your personal and family legacy.
This may include important documents, property information, financial and insurance information, professional contacts, personal property, digital information, and other items you want your family to be able to locate and understand.
The goal is simple:
Make the important things easier to find, understand, and carry forward.
If you are creating your own estate plan or working with an attorney or other professional,
I can help coordinate the practical side of the process.Depending on your needs, this may include:
You remain responsible for your legal decisions.
I help you manage the process.
Creating an estate plan is only part of the journey.
There may be practical steps that follow—such as contacting financial institutions, insurance companies, title companies, or other professionals.
Once you and your professional advisors have determined what needs to be done, I can help you organize and track those next steps.
The plan matters. Putting the plan into action matters, to
Some of the most important parts of a legacy aren't found in a legal document.I can help you organize the personal information and wishes that you want your family to have access to when they need them.
Because a well-organized legacy can be an act of love.
I believe estate and legacy planning should be personal.
You should understand what you are doing, participate in the decisions that belong to you, and know where your important information is.
My role is not to take that responsibility away from you.
My role is to help you navigate the process.
If you choose to work with an attorney, CPA, financial professional, insurance professional, or another qualified advisor, I can help coordinate the practical aspects of the process with you and, when appropriate, at your direction.
You choose your professionals.
You make your decisions.
You remain in control of your plan.
I provide Trust & Legacy Coordination and administrative support.
I do not practice law or provide legal advice. I do not determine legal rights, choose legal strategies, or make legal decisions for clients.
When legal advice or legal document preparation is appropriate, clients may work directly with an attorney or other qualified professional of their choice.
My focus is the organization, coordination, communication, and practical follow-through.
