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Episode 59: Patty Bonsera, Estate Planning and Financial Wellness

About:

Patty Bonsera, CFEI, is a former Securities Trader who became a Financial Wellness Advisor to support women 40+. In an industry built for men, she founded Fear.less Girl Financial as a better way to help midlife women feel confident and beautiful about their finances and to celebrate midlife with soulful abundance. She will coach you, teach you, and celebrate with you every step of the way.

What You’ll Learn:

  • Was 2020 a wake up call for estate planning?
  • Estate planning is a comprehensive financial plan
  • Patty shares scenarios on a smooth transition of an estate vs. a not so smooth
  • Revocable trust vs. non revocable
  • How to approach the topic of estate planning with your partner
  • Start an annual financial summit
  • How to pick the right person to help you with your estate plan
  • How to engage with patty
  • Patty’s morning routine
  • The Midlife Cate is coming soon!

Resources:

Connect with Patty here

Connect with Deborah for coaching here

Take the mid life Quiz here

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