You're A Financial Planner; Now What?

Diane Bourdo, CFP®, is the president of The Humphreys Group, a women-owned and women-operated wealth management firm. A proud feminist, as she states in her Twitter bio, Diane is passionate about the role of women in the profession, as well as the perception of women and money.  In our latest episode of YAFPNW, Matt speaks to Diane about why those perceptions of women and money in our society need to change, the power of listening, how her firm serves clients, and much more. The myth of women and money “I've always considered myself a feminist even when I was a very young girl,” said Diane. “And so being the head of a firm that has always had a focus on women has been a bit of a no-brainer.” Diane’s firm has always targeted women who were recently divorced or inherited, “the whole women-in-transition before it was really a thing,” as she put it. Why? Our culture’s ideas of what it means to be good with money, successful with money, are tired and outdated. They’re also not accurate, and they need to change.