MY ACCOUNT

The Stories We Tell Ourselves with Diane Bourdo

Diane Bourdo, CFP®, Private Wealth Advisor at Treehouse Wealth Advisors, was on the LifeBlood podcast, hosted by George Grombacher. In this episode, they talked about the realities of women and money, how narratives we use can help or hurt us, and how listening without trying to solve problems can have a profound impact.

“I used to say that my personal mission was to help women get smart about money, but I realized that wasn’t exactly right. I really now say that my personal mission is to help women see the ways in which they’re already smart about money. And to then use that foundation and starting point of strength to keep building,” said Diane Bourdo.

Listen to the full podcast episode, “The Stories We Tell Ourselves with Diane Bourdo.”

The LifeBlood podcast interviews subject matter experts to share their philosophies and best practices on all things personal finance and self help. The LifeBlood host George Grombacher is a Phoenix, Arizona–based entrepreneur, financial advisor, consultant, writer and speaker. In addition to hosting LifeBlood, Grombacher is the creator of Money Alignment Academy and the president of Financial Consulting Professionals. He was included on Investopedia‘s list of the Top 100 Financial Advisors for 2019.

Treehouse Wealth Advisors is a fee-only wealth management firm based in the San Francisco Bay Area, serving innovators, legacy builders, and impact makers. The firm provides personalized financial planning, investment management, and wealth advisory services, helping clients navigate significant life changes while working toward fulfilling and meaningful lives.

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Treehouse Wealth Advisors Team

Treehouse Wealth Advisors is a women-led firm based in Walnut Creek, CA, dedicated to crafting tailored financial solutions for individuals and families. With a focus on long-term, relationship-driven approaches, we empower clients to invest their time and assets purposefully. Our team is passionate about challenging the status quo and embracing change to find better solutions.

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Click here to download a PDF of Treehouse Wealth Advisors’ Form CRS.

Garrison Point Advisors, LLC doing business as “Treehouse Wealth Advisors” (“TWA”) is an investment advisor based in Walnut Creek, CA and registered with the Securities and Exchange Commission (“SEC”). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. TWA only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of TWA’s current written disclosure brochures, Form ADV Part 1 and Part 2A, filed with the SEC which discusses among other things, TWA’s business practices, services, and fees, is available through the SEC’s website at:  www.adviserinfo.sec.gov.

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