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Jim Bell, CFP®
President and Founder
Bonnie Bell, MA, MDiv., Principal
Director of Career/Life Coaching
Join us for an opportunity to learn about our firm’s core philosophy, “Making a Good Life Happen”, and how it relates to retirement, as well as all of our services: investment management, financial planning, and career and life coaching. Our discussion will include a review of the key factors needed to build positive momentum for life.