Fortune Magazine: How to know if you should meet with a CFP

This Fortune magazine article discusses how to know if you should meet with a CFP and features insight from Humphreys Group President, Diane Bourdo, CFP®.

Bourdo describes various life and financial situations that can prompt someone to take the next step to organize their finances, saying, “From layoffs and pay cuts to hospital bills, many financial situations can prompt a need to think about your finances and get your money organized.” She recommends that “One smart step toward financial preparedness is to work with a financial adviser.”

The article provides other potential reasons one might seek out a financial advisor, including:

  • A job loss, promotion, or major career transition
  • A recent engagement, wedding, or divorce
  • Receiving an inheritance
  • Expanding your family
  • Starting your own business
  • Entering into retirement

The article also discusses the cost of a financial advisor and several ways that you might be able to have a 1:1 with a financial advisor at a decreased cost or no cost:

  • Check your benefits plan at work.
  • See if you qualify for pro-bono services.
  • Start with a free consultation.

This article concludes by affirming that your financial plan may involve many moving parts and that a trusted financial planner will guide you through the process as you earn more money, work to build wealth and navigate any circumstances that come your way.

The Humphreys Group is a women-owned and women-operated wealth management firm based in San Francisco, California. The firm offers highly focused financial planning and disciplined asset management to a range of clients. Their expertise is helping women in transition navigate their particular challenges — such transitions as marriage, divorce, widowhood, inheritance, or that first stock option grant. Their passion is helping their clients take control of their own financial lives and get smart about money.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

Diane Bourdo, CFP®
Diane Bourdo, CFP®

Diane Bourdo is the President of The Humphreys Group. Diane has dedicated her life’s work to helping women make smart financial decisions. For nearly 30 years, she has developed investment management and financial planning strategies that allow her clients to create lives that reflect their values. Diane was named an InvestmentNews 2020 Women to Watch and has been recognized in Forbes, SF Chronicle, NY Times and more for her work and writing.

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