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April 2013

Making a Good Life Happen®—The Webinar


Presenters:
Jim Bell, CFP®
President and Founder
Bonnie Bell, MA, M.Div., Principal
Director of Career/Life Coaching

Watch our webinar 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

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