Chantel Bonneau - WiseFit Wealth Management and Insurance Solutions

09/02/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

08/26/2026

When markets rise quickly, it can be tempting to chase the stocks that are already leading. But momentum can shift, and diversification remains important. This article explains why quality and valuation still matter—and how a balanced approach can help investors stay positioned for what comes next.

Momentum led Q2 markets. But quality, valuation, and diversification still matter.

08/21/2026

You've spent years building a strong financial foundation. But are your children prepared to build one of their own?

As back-to-school season begins, join us for Don't Let Your Kids Learn These 5 Money Lessons the Hard Way, a live webinar focused on helping parents equip the next generation with the financial skills, habits, and confidence they need to thrive.
Because some of life's most expensive lessons are the ones learned too late. Details and registration information are below.

Tuesday, September 29
4-5pm PST
Q&A Session with WiseFit Advisors

Register now to reserve your spot: https://nm.zoom.us/webinar/register/WN_Csb-tIPjRNWri0_UeKhAmQ

08/19/2026

Back-to-school shopping can add up quickly, especially as families continue to feel the impact of higher everyday expenses.

I recently joined “Working for Your Wallet” on 8 to share a few practical ways families can approach back-to-school shopping with a plan — from reusing supplies and shopping with a budget to spreading purchases throughout the year.

One of my biggest tips for parents is to involve kids in the process when you can. Helping them understand a budget, weigh what they really need and make choices about their purchases can turn back-to-school shopping into a valuable lesson in financial responsibility.

Thank you to the CBS 8 team for having me. Watch the full segment here:

From pencils, to backpacks, school supplies can be costly for families every year. Here are ways to save on back to school this fall.

08/13/2026

I’m proud to announce I have been named as a 2026 Top Next-Gen Wealth Advisor in the state of California! This list, published by Forbes and SHOOK Research, recognizes the top Advisors in each state under the age of 40.

31,443 Advisors applied for this honor, and only 42 Advisors from Northwestern Mutual made the list. To be recognized is a true testament to the hard work of my team at Wise Fit Wealth Management & Insurance Solutions, and the commitment of our clients.

According to research from Cerulli Associates, 40% of advisors are poised to retire within the next ten years. I’m proud our team is leading the way for a new generation of Financial Advisors and continuing to set the standard for excellence.

(August 2026), based upon data as of March 31 of the current year. Research & ranking provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

07/16/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions.

An effective will can make a difficult time a little bit easier for your family. Watch out for these mistakes.

07/10/2026

I’m honored to be recognized on the 2026 Best-In-State list as one of the Top Financial Security Professionals in California.

This prestigious list recognizes the best life insurance professionals across the nation not only based on production, but on high-levels of client service. It is an extremely competitive accomplishment to qualify, and I could not have done so without the hard work of my team and the trust of my clients. Thank you for choosing me as your financial partner!
Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo.

https://www.forbes.com/lists/best-in-state-financial-security-professionals/

07/01/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan.

Keep your financial goals on track for the rest of the year. Here is a month-by-month guide to help you stay focused.

06/24/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals.

Net worth is one part of your financial picture. Here’s the average by age in the U.S. and some tips to improve your financial confidence.

06/17/2026

Headlines vs. Reality

73% of Americans say they feel prosperous today.

At first glance, that might seem surprising given the constant headlines about inflation, housing costs and economic uncertainty.

But as I’ve been sharing in recent conversations, what’s happening in the broader economy doesn’t always reflect what’s happening in people’s personal financial lives.

In fact, many people feel good about the things they can control, like their relationships, their well-being and their financial progress, even if they feel less optimistic about the economy or politics overall.

That’s because financial progress isn’t one-size-fits-all. For some, it’s paying down debt. For others, it’s building savings, investing for the future or simply feeling more confident and prepared than they did a year ago.

I see this every day in my work. Progress is personal, and it often happens quietly, without making headlines.

Sometimes, the best way to measure how far you’ve come is to step back and look at your own journey.