Whether you call it financial planning, estate planning or just plain
financial literacy, what matters at the end of the day is that you and
your family have a healthy relationship with money. At Gallo Consulting LLC, we have been helping families and their advisors work towards that goal for over twenty-five years.
A New Kind of Trust
Results Oriented Trust Environment - ROTE™
The way it's been:
If you are a parent, are you concerned that inherited wealth will have a negative effect on your children's attitude towards money and … [Read More...]
“If you thought explaining the birds and bees was difficult, just wait until your children start asking questions about family finances.” -Jon & Eileen Gallo
We consult with parents, … [Read More...]
Our interactive discussions and work shops for advisors and their clients combine expertise in estate planning and psychology with practical tips and humor.
As an attendee at an advisor’s … [Read More...]
In Part One we examined four of the beliefs of financially intelligent parents:
Financially Intelligent Parents Are optimistic about their ability to change money behaviors.
Financially … [Read More...]
After our second book, The Financially Intelligent Parent, was released, we got a lot of questions about just what is a “financially intelligent parent?” Were we talking about a parent who knew … [Read More...]
In the real world, you can be staggeringly eloquent about fiscal responsibility and tell spellbinding stories about money, and your child may not hear a word you say. As much as you may want to talk … [Read More...]