Stress-Free Money Conversation

 

Want to have stress-free, open conversations about money?  A good first step to take often starts with a reflection about how you feel about money and why.  Understanding your historical factors can help you be open in your present money conversations. It can also help in expressing why you feel a certain way about your personal finances.  Start with these three questions and then dig deeper.

  1. What was your first money memory and how do you think that memory has impacted your thinking about money?
  2. Did your parents talk to you openly about the family’s finances or were you on a need to know basis?
  3. How old were you when you learned how much your parents earned?  How did you react to this?

 

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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