Lizzie Schmidt, an equestrian turned entrepreneur. As a young girl she always loved horses. She will tell us how she pursued a hobby that was a passion and turned it into a successful career and enterprising business.
Our Most Recent Financial Life Learning Pieces
Financial learning never-ends. And because working towards your financial and life goals takes discipline, courage, and conviction, TFO Life Academy is continuously creating new educational pieces for various life moments. Here are some of our more recent news items and insights.
Today, TFO Life Academy is proud to introduce the launch of its newest learning initiative for our client families – RightTrak. RightTrak is a fully digital financial education program designed to teach our client families’ high school students, college students, and young adults the fundamental foundations of managing, growing, protecting, and sharing wealth. Complete with video lessons, infographics, games, quizzes, assignments, real-life scenarios, and more, RightTrak makes financial learning fun. Challenge the next-gen learner in your family to complete RightTrak over the summer br...
Learning and implementing healthy financial habits shouldn’t be difficult or cumbersome.
According to a study done by the Council for Economic Education1, those exposed to mandated personal finance education made better personal financial decisions than their peers with little to no exposure. Understanding the long-term benefits of knowing and implementing healthy financial habits, we believe it’s our obligation to equip our clients and their families with the tools necessary for success.
Our education program, TFO Life Academy, focuses on providing individuals with the tools and skills to help manage their finances and work towards financial well-being.
We strive to help learners:
- Understand the impact of financial choices
- Incorporate informed financial decisions
- Set financial and personal goals in planning for the future
- Manage various challenges associated with life events
Life Academy proud to launch RightTrak. A new self-paced online financial education curriculum.
RightTrak is a financial education curriculum specifically designed to help high school students, college students, and young adults of our client families learn the fundamental foundations of wealth.
Through an enjoyable and customized user experience complete with games, assignments, video lessons, quizzes, scenarios, and much more, we make financial learning fun, and in the process, can help pass down lifelong lessons which can lead to financial independence and success.
Our program strives to provide financial education and life skills to help learners of all ages be independent and successful.
We help accomplish this mission by offering different levels of Life Academy, each designed to help you better understand the fundamental foundations of managing money and life transitions.
Our Life Academy team is always busy thinking about new webinar events and in-person workshops bringing subject matter experts on various financial and life topics.
Customized learning programs based on level of experience and needs are delivered in a small group or one-on-one setting with one of our financial coaches.
A group passionate about furthering financial and life education for all age groups.
TFO Life Academy was formed in direct response to the needs and goals of the families our registered investment advisory firm, TFO Family Office Partners, serves.
TFO Family Office Partners’ mission is empowering families to thrive by Connecting Wealth and Purpose®. TFO Family Office Partners helps high-net-worth and ultra-high-net-worth families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Family Office Partners then uses their expertise in investing, income taxes, estate planning, and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.