MONICA FELTON – Certified Financial Planner

Guiding Families to the financial

HOW

To Pay For College

AND

Protect their Retirement

Empowering Families to Recapture, Reclaim and Realize their American Dreams

Through education, discipline, and purpose-driven planning, we help families gain clarity, take confident action, and create lasting financial peace of mind.

The Challenge Families Face

Families are overwhelmed by conflicting advice, uncertain markets, and fear of making the wrong decision. Without clarity and discipline, money becomes a source of stress instead of freedom.

Our Approach

We are a training and development company not a traditional advisory firm. Our education-first process equips families with the knowledge, structure, and discipline to make intentional financial decisions over time.

The Result

Confidence. Control. Peace of mind. A clear plan aligned with your values and the freedom to live your American Dream.

Attend an event – This is the best way to get to know us

Are you asking these questions?

How much will I need to save for college?
How much can I realistically contribute without straining my finances?
What trade-offs or compromises might be necessary to help my kids with college and their future?
What impact will paying for college have on my retirement?
What is my best plan to pay for college?

If you answered “I don’t know” to any of these questions… you are in the right place!

Let's End the Financial Stress and Secure Your Family's Future.

About Monica

Since 2008, I have been passionate about making a meaningful difference in families’ lives. Through education, training, and development, I help families identify their true purpose for money and translate that clarity into action. With a disciplined, well-designed plan, families gain the confidence to make consistent financial decisions; reducing uncertainty, eliminating fear, and creating long-term financial abundance and peace of mind.