Family Financial Summit

With the increasing complexity and uncertainty that exists in the financial world, there is a requirement for more knowledge than ever to manage wealth and promote healthy family financial practices. Since money also places first as the single-largest contributor to family disagreements and conflicts, through the Family Financial Summit we promote improved financial understanding, behaviors and communications through our uniquely designed, project-based programs.

Experience Makes a Difference

With over 25 years of board-level experience, Teresa Dentino, CEO and Founder of The Financial 411, can assist you with myriad family financial relationship planning elements, behavior modification and challenges to avoid undue costs and strained relationships. Through financial counseling, coaching and mediation our Family Financial Summit programs offer an unparalleled resource to ensure that you and your family will be able to:

Communicate more effectively with your spouse about family finances
Improve money behaviors and practices
Teach your children about money and wealth preservation
Reduce anxiety and conflicts about money
Improve family financial relationship dynamics
Optimize family financial outcomes
Preserve the integrity of your life's work and finances

Teresa Dentino, Founder, The Financial 411, talks about money behaviors on "The View From the Bay"

Unsurpassed Service

Our services and qualifications go beyond our financial experience and accreditations. As a trained mediator, we provide conflict resolution and facilitate
productive discussions to help
your family through this
process. The combination of
our mediation skills and over
twenty-six years of
financial services experience are guaranteed to help you achieve financial success. There is no financial task that your family needs help accomplishing that we are not qualified to assist with. We offer clients throughout the Bay Area and internationally a wide array of financial services.

These services include:

Private consultations and training
Facilitating Family Financial Summits & Financial Communication
"Sudden Change" Counseling | Women and Wealth
Qualified family mediation

Our Clients

We have spent 26 years serving individuals, couples, family offices, women, and children throughout the Bay Area and Internationally. Our effective advice and practices have also led the national media and advisory professionals, attorneys and financial institutions to turn to us for help.

Also Available from The Financial 411

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