Diane Bourdo, CFP

President at The Humphreys Group
On the record
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My career in the financial services industry started more than three decades ago, rising out of a keen interest in the stock market and investing. It wasn’t long, however, before I realized that financial planning was the world in which I could make a direct, positive impact on people’s lives — and thus, my role as a wealth manager at The Humphreys Group was born.

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  • It’s important to note that in fiscally unequal relationships, it’s not about the money. It’s about our underlying values. This may sound ridiculous, but here are a few scenarios where our values and views are having a bigger impact on the relationship: You and your friend or partner are moving into an apartment together. One of you can afford $800 and the other only $500. How do you manage this? Your friend has invited you to a destination celebration, all expenses paid. How do you feel about the situation?

    15 January 2023