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Take Control Of Your Financial Future

The American Dream Experience®

An opportunity to discover what investing is, how it works, and how it can fulfill your purpose for life.

  • This two-day educational event can alter your relationship with money and leave you in action powerfully pursuing your dreams. Unlike other financial training programs on the market, the American Dream Experience is an opportunity to discover what academic investing science is, how it works, and how it can help fulfill your life’s purpose.

Join us to learn how you can apply the science of investing to your portfolio and be empowered to recapture, reclaim, and realize your American Dream.

still have questions, please reach out to me for a 15 minute introductory call !

lets chat

Discover how to transform your financial future

  • We are committed to saving families from speculating and gambling with their hard-earned money. Whether a financial novice or a long-time investor, we are training and developing investors to know what they are doing with their investments and why. Here are a few examples of who can benefit from the American Dream Experience.
  • Through my relationship, you can attend this $1,000 event free of charge. Have questions?

Is this event for you?

lets chat

Types of Investors

Take Control Of Your Financial Future

DIY Investor

Situation - You manage your own investments but often feel overwhelmed by the multitude of options and decisions.
How we can help - Discover empirically tested academic investing principles based on Nobel Prize-winning research to help eliminate the guesswork and avoid speculating and gambling with your financial future.

Retirement-Ready Investor

Situation - You’re nearing or in retirement and unsure how to proceed and worried about having enough money to live a fulfilling life.
How we can help - Learn strategies on how to invest prudently in any market condition and optimize your expected returns given your risk preferences.

Beginner Investor

Situation - You’re new to investing and feel lost about where to start or what steps to take.
How we can help - Learn the fundamentals of what investing is, how it works, and how it can help you achieve your American Dream. Work with an advisor for ongoing training and development to become prudent and disciplined over a lifetime.

Dissatisfied Investor

Situation - You already have a financial advisor, but you feel uninformed or unsure about their strategies.
How we can help - We believe investors should always be at choice around their money. Choose an investing strategy that aligns with your True Purpose for Money® and one that you can stick with over a lifetime – and an advisor who will work with you along the way.

Through my relationship, you can attend this $1,000 event free of charge.  Have questions?

lets chat

Certified Financial Planner - CFP®

College Financial Planning Expert

Author and Cash Flow Specialist

Useful Links

Contact

480-401-2616

monica@monicafelton.com

Monica Felton is an Investment Adviser and Certified Financial Planner. This website does not represent an offer of or a solicitation for Advisory Services in any state.   The content of this website is provided for educational and informational purposes only and does not constitute individualized investment advice. Advisory services can only be provided to clients who acknowledge and sign an advisory Agreement, receive the required disclosures, and has the Advisory Agreement countersigned by the Advisor.

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