Our Recording of “Budgets and Bucket Lists (Living in the Now) Is Now Available

Lizzie Schmidt, an equestrian turned entrepreneur pursued a hobby that was a passion and turned it into a successful career. Listen as she tells us about her journey in creating her dream job.

Our Recording of “The Changing Landscape of College Admissions” featuring Erin Goodnow is now available.

“Relationships Green Flags: Cultivating Connected Relationships” Is Now Available to View

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Get to Know TFO Life Academy

Understanding that our clients have different learning styles and preferences, we have developed a program that offers a variety of options for education including personalized learning sessions (LEARN IT); independent learning (STUDY IT); and in-person and digital educational events (ATTEND IT). While the core of our curriculum is focused on financial literacy, we also offer electives that are relevant and meaningful through life’s transitions.

We strive to enable our learners to:

  • Understand financial choices
  • Plan for the future
  • Spend wisely
  • Manage the challenges associated with life events

Our program teaches learners of all ages how to put good financial and life habits into practice; allowing them to increase their confidence in their ability to manage their finances and life challenges; and helping to enable them to live independently in the future.