After first hearing Jackie on Your Money, Bonnie spent more than a year pondering whether to reach out. A divorced Mom of two adult children, she had just decided to start a business and knew she needed someone to help her with all the financial uncertainty that lay ahead. After researching Jackie’s credentials and visiting the Lupin Planning Group website, she decided to book a consultation. That was nearly a decade ago, and she has never looked back!
In those early years, the focus was on protecting her assets, respecting her risk tolerance, and building a solid path toward retirement. Since then, Bonnie has grown her business, retired, remarried, and – together with her spouse – navigated the estate planning considerations that come with a blended family. Today, they’re fully embracing retirement, traveling, and enjoying outdoor adventures in their new RV.
“What Jackie and I have is a partnership. I’ve never felt alone since I made the decision to work with her. I feel like I’ve had someone in my corner to help me navigate all my financial decisions and celebrate all life’s milestones.”
This is Lupins in Bloom – a series celebrating the perseverance, courage, and growth of clients who chose to move forward, one step at a time.