Back in 2009, when I started my Financial Coaching Practice, I would ask every prospect: “What’s the one financial issue that keeps you up at night”.
Consistently, the answer was: “How do I pay for college for my kids and still retire”??
This is a genuine concern. To provide the right guidance and support, I became a college financial planning expert. I have deep empathy for families and their worries—especially as a mother of two young daughters with college aspirations of their own.
I wanted to financially empower families, so I developed a proven, step-by-step approach to guide them through the overwhelming process of managing college costs, savings, planning, and payment. I give families the reassurance and confidence they need to know—”You can do this”!
I graduated from Arizona State University in 1992 and received an MBA– Masters in Business from Pepperdine University in 1997. In 2012, I completed my CFP® – Certified Financial Planner designation and became and IAR – Investment Advisor Representative. My Firm, The Elliott Group is an RIA – Registered Investment Advisory Firm.
I call Scottsdale, AZ home, where I live with my husband, John. I’m the proud mom of two incredible young women who inspire me every day. When I’m not coaching, training, and guiding families, you’ll often find me out on the golf course.
Certified Financial Planner - CFP®
College Financial Planning Expert
Author and Cash Flow Specialist
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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