News Update

News Update

It’s been a long time. . . I left you with the “Fail at Something Every Day” message for much longer than intended, but important obligations have intervened. In April, we participated in another project for Rebuilding Together Oakland. (For details about RTO see my May 2011 blog, Making a Good Life Happen — for Someone Else, and our May 4, 2012 news article). For two full days in April this year we became part of a 52-person team rehabbing a house for a senior homeowner in Oakland and adapting it to accommodate her emerging physical challenges. The results will make it possible for her to stay in her own home for many years to come. Her tears of gratitude were our collective reward.

In early May, Jim and I attended the National Financial Planning Association conference in Scottsdale, where we had been invited to speak on how we had integrated career coaching with financial planning and investment management. There is definitely progress in this regard. One planner – Mike Haubrich – in Wisconsin routinely includes “Career” as a line item in his financial plans; another, in Baltimore has an executive coach on staff, and others said they have developed referral relationships with career coaches, so they are able to make appropriate referrals when their clients or members of their clients’ families encounter career challenges or crises that threaten their well-being, financial or otherwise.

One very encouraging factoid is that our session was approved for Continuing Education Units for the certified financial planners in attendance. This is the first time that we know of that the topic of “career” has been integrated into the CFP curriculum.

Now, let’s get back to you and your career issues . . .

Our dear Bonnie Bonetti-Bell was the force behind our Career/Life Coaching services, until her passing in 2019. As a principal of our firm, Bonnie had an innate talent for seeing the best in people. Moreover, she helped others see the best in themselves. Bonnie is fondly remembered and deeply missed.

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