“Mind Over Money” is an educational event designed to help investors understand the hidden forces that influence financial decisions and long-term outcomes. Attendees will gain clarity on how to avoid common pitfalls and apply evidence-based strategies to build lasting wealth.
Certified Financial Planner - CFP®
Master of business Administration – MBA
Entrepreneur
Financial Coach
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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