Forbes Interview with Diane Bourdo, CFP®
November 13, 2024
Taking the time to gain a thorough understanding of your financial situation and your goals for the future allows us to craft strategies and solutions that are both appropriate and effective. Working with you, we strive to convert what may seem overwhelming or burdensome into an actionable plan that is tailored, sensible and forward moving.
At The Humphreys Group, we provide personalized financial advice that always puts your priorities and values first. It’s not just about the numbers — our financial strategies always connect back to your concerns, interests, aspirations and life goals.
In your first year as a Humphreys Group client, we will have four to five meetings. We will drive the process and tell you when you’re on track to reach your financial goals, when you’re off track, and what course corrections will get you back on your path. We’ll also coordinate with your other financial professionals, such as your legal or tax advisors.
We know the financial planning process is organic and iterative — we don’t just set it and forget it. We’re continually working on your financial plan and being proactive, keeping you regularly updated.
Let's start the conversation and see if we're a good fit for each other. There's no cost or obligation for our initial consultation.
You're a good fit - great! We'll address your highest priority concerns in our first meetings and get your financial plan well underway.
We'll send you a 2-page document on our perspective of your financial situation and how we can help you.
Woo-hoo! We're so excited to welcome you. Let's get officially started on your financial plan.
Okay, time to get to work. We'll address your highest priority concerns in our first meetings and get your financial plan well underway.
We’ll give you a clear picture of your long-term financial sustainability. We use sophisticated, comprehensive goals-based financial planning software that allows us to test and compare a variety of what-if scenarios to inform the decision-making process.
On a parallel path, we'll develop your investment strategy, design your portfolio, and filter for ESG or SRI impacts that matter most.
We don’t put your plan away on a shelf. We drive the process well after your plan and portfolio are in place, and always give you a sense of the long-term, projections for the goals that matter, and guardrails along the way.
The COVID-19 pandemic has forced many businesses, ours included, to rethink how we work and do business. Our priority has remained the same: to keep our team and clients safe while fully maintaining our dedicated client service and business operations.
We have adopted a hybrid work approach that allows us to be flexible and responsive to any situation. We continue to support social distancing and masking and abide by the rules set forth by the State of California and the San Francisco Department of Public Health.
For now, we will proactively offer a web or phone meeting option for all client meetings.
While our physical office is in San Francisco, we’re able to serve clients throughout the United States. We currently provide fee-only, fiduciary wealth management for individuals in 7 states.
If we may say so ourselves, we’ve gotten pretty darn good at this Zoom thing! We have dedicated rooms for meetings, which are encrypted by default, and a secure document vault for exchanging sensitive information. And, as always, we are available by phone and email.
Are you ready to start your financial planning journey? Reach out to our team today. Our initial consultation is without cost or obligation. We look forward to hearing from you!
