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 Welch
"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 Giles
“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.”
— The Lucia Family
“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.”
— The Alioto Family
“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.”
— The Wright Family
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! For updates tap over to the blog page.
Email: info@bonniejonesfinancialcoaching.com
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