Most people are more inclined to seek the professional help of a doctor, lawyer, financial advisor, or counselor than they are to seek the help of a Career/Life Coach — no matter how difficult the challenges of career or life become. The general attitude seems to be “I’d rather do it myself!”
At Bell Investment Advisors, we hold the view that your career is your most important financial asset; as such, it requires your active management. Successful professionals get help when they need it. A Career/Life Coach, not unlike an athletic coach, can help facilitate change; see you in a way that you may not be able to see yourself; provide tools, perspective, and support; help you get unstuck; and help you move from A to B once you’re clear what B is.
The questions of momentum-based investing and momentum-based financial planning are inherent in career development as well: What’s working? What’s not? What now? These questions are difficult to answer on one’s own and extremely challenging to translate into an actionable plan while managing fear, anxiety, and the rest of life’s challenges.
A Career/Life Coach can help you with choices, changes, and personal or professional development; decisions; interpersonal communication challenges; resume writing and editing; interview preparation; business planning; planning and/or transforming your experience in retirement; and more.
While each of our offers at Bell Investment Advisors stands alone, we believe that when people take advantage of all of them, they maximize the possibility that they will build positive momentum for life.
If you are interested in learning more about Career/Life Coaching, contact Bonnie Bell by phone at 510.763.5671 or by e-mail to begin the conversation. Following this initial conversation, if you are interested in learning more, you are invited to arrange a complimentary 45-minute consultation, either face-to-face in the Oakland office or on
Each person and situation is entirely unique, of course, but most often clients embark on a series of 90-minute sessions, either in person or on the phone, depending on where they live. Stepping into this series of focused sessions — most often approximately ten, but there are many exceptions to that rule — is like stepping into an intriguing, stimulating, engaging graduate course that has been designed for you. You bring with you everything you have been, are, and wish to be, and with the help of an experienced coach, you begin to make sense of it all. It’s not therapy, but it is extremely therapeutic.
The results are often surprising and yet very down to earth: the “what,” the “why,” and the “how.” Whether you leave the for-profit world for a non-profit job, or the city for the country, or start a business, or sell one, you will know why you are doing what you are doing and have the resume or business plan or life plan to get you where you want to go.
Bonnie Bell, Principal of Bell Investment Advisors and Director of Career/Life Coaching, has been a Career/Life Coach for over 20 years. She has a Master’s Degree in Counseling, a Master’s of Divinity, and many years of education and experience in business. Through individual coaching, workshops, groups, public speaking, and writing, she has helped hundreds of people of every age and stage develop and manage successful, satisfying careers and lives.
Bell Investment Advisors stands out among other registered investment advisory firms by helping you to think about what is most important to you personally, professionally, and financially and by helping you develop an actionable plan designed to get you where you want to go.
In addition to individual career and life coaching sessions, Bell Investment Advisors offers monthly online webinars and in-office Lunch & Learn presentations; and publishes white papers, newsletters, and articles on a variety of themes relating to your money and your life. Bonnie Bell periodically offers workshops and groups with such themes as Making a Good Life Happen®, Building Positive Momentum for Life, and Discovering and Developing Your Inner Compass.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More