The Wealth Builder Strategy
How to recapture and recycle the cost of college and more.
What You Will Learn...
- How to save money and finance your children's college education without losing money in the market.
- What are you expected to pay for college?
- What impact will college have on your financial future?
- Specifically, how much money YOU can recapture and recycle by implementing the Wealth Builder Strategy.
All families who watch the “Wealth Builder Strategy” are eligible for a 1-hour, free, no-obligation consultation.
At this meeting, we will review your specific financial situation, determine what you are expected to pay for college, and establish if the Wealth Builder Strategy is a viable option for you.
What is financial aid
and are you eligible
What will college cost you?
Understand the formulas
used to determine how
much you are expected to
pay for college.
FAFSA and CSS Profile
These financial aid forms compel families to start planning sooner based on tax return requirements.
College Planing is Financial Planning
Understand the impact of paying for college and what it will do to your retirement.
PRESENTER - MONICA FELTON MBA, CFP®
Monica Felton is the founder and president of The Elliott Group, LLC, located in Scottsdale, AZ. For 15 years, Monica has helped families save and pay for college so they don’t sacrifice their financial future.
She has been teaching the Wealth Builder Strategy to families so they can efficiently pay for lifestyle expenses like college, while creating wealth, minimizing taxes, and leaving a legacy.
She gives families choices and freedom to improve their lives and the lives of those they love.
Life is about understanding the alternatives. She is a Certified Financial Planner - CFP®, College Financial Planning expert, Infinite Banking - IBC Practitioner, Author, and Cash Flow Specialist.
Monica graduated from Arizona State University in 1992 with a Bachelor of Science in Biology.
In 1997, she received a Master of Business Administration from Pepperdine University, and in 2012, received her Certified Financial Planning designation.