Women as Financial Decision-Makers

At theFinancial411 we understand that women encounter separate and diverse challenges while seeking to enrich their financial knowledge and outcomes.

The full significance of Women & Wealth was recently spotlighted in a feature article published by Town & Country magazine (February 2008). (The article was written at the suggestion of Teresa Dentino and you will find her quoted therein.)

As demographics converge with economics and our increasing longevity, there is a greater need for objective, qualified, and expert instruction on financial matters.

Through 23 years of studying women's financial behaviors, and further supported by what she has learned in conversations with scores of women, Teresa Dentino has developed straightforward, substantive and immediately practical methods that have you hit the ground running.

• Many of our clients are anticipating a financial stewardship role and want to avoid the costly pitfalls of being caught off-guard

• Many of our clients are currently in the midst of one of the more significant life transitions, and they desire objective and qualified 3rd party financial guidance without the pressures of investment sales

• Many of our clients are in the "post-transition" stage and want to implement a sound financial infrastructure, while developing the necessary financial skills to assure their financial security

Women in Transition

Whether it's a change in your marital status, care-giving for an aging parent, legacy planning, or succession to the family Financial GateKeeper role due to loss of a spouse, life transitions are sometimes financially overwhelming.

While we cannot always control life's challenges, we are able to develop the necessary financial skills to make transitional times easier to navigate.

Divorce

Divorce presents what is often the largest financial transaction of our lives. Many complicated issues, along with unique tax consequences emerge. Being informed insures a successful financial outcome both for the near-term and as importantly for your longer-term financial security. It is crucial to have a complete understanding of all your family finances.

Widowhood

There are a host of decisions that accompany the transition to the role of Financial GateKeeper, and they must be made when we are most debilitated from grief. Even with a solid estate plan in place, you will need to make copious decisions that have far-reaching financial consequences. Read "Contingency Planning: The Financial Fire Drill" Teresa Dentino's published article here.

Wealth Inheritance

Wealth inheritance - sometimes combined with stewardship of the family financial estate - can be a blessing, but it also carries significant responsibilities for oversight. Financial education and literacy is a fundamental step to avoiding the common pitfalls and mismanagement of assets.

TheFinancial411 will educate you without bias or product sales pressure by instilling the knowledge base, critical thinking skills, and fluency that will serve you for all levels of complexity.