Founder & President

Monica Felton MBA, CFP®

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”!

Certified Financial Planning from a Trusted Advisor

I graduated from Arizona State University in 1992 and received an MBAMasters 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.