Jim Bell, CFP®, President & Founder
Bonnie Bell, MA, MDiv., Principal, Director, Career/Life Coaching
Join us for an opportunity to learn more about our firm’s philosophy, “Making a Good Life Happen,” and how the questions underlying our firm’s momentum-based investment strategy can help you build positive momentum in other areas of your life.
Topics and key message will include:
• It’s not just about your money; it’s about your life
• What is a good life? What is a good life for you?
• Balancing quantitative and qualitative issues
• The evolving financial and life plan
• The power of three: a philosophy, a strategy and a plan