TFO Life Academy for TFO Wealth Partners
Where Life is Always in Session
We provide knowledge, tools, and resources to assist our clients in cultivating various forms of capital, including intellectual, financial, social, and human, to encourage independence and overall well-being.
Check out our open positions 
Getting/Newly Married
Just Married: Newlywed Estate Planning Cheat Sheet
Have you recently had a family member get married?! If so, please forward this estate planning cheat sheet checklist we’ve compiled for the newlyweds.
Tools & Resources
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.
Money Management
5 Practical Steps for Building an Emergency Fund
Money Management
Cents and Sensibility: Nurturing Financial Fluency in Families
Money Management
Debt Healthy & Wise
TFOLA News
TFO Life Academy Proud to Launch Its Newest Learning Initiative: RightTrak
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...
At TFO Life Academy, we believe that…
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
1 Cole, Shawn, Anna Paulson, and Gauri Kartini Shastry. High school curriculum and financial outcomes: The impact of mandated personal finance and mathematics courses. Journal of Human Resources 51.3 (2016): 656-698 https://www.councilforeconed.org/impact/”
Next-Gen Financial Learning
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.
As part of our mission to being more for our client families, RightTrak is an engaging, gamified financial learning program for next-gen learners. Play the video above to see how we’ve made financial learning fun for your younger family members.
Our Mission
Our program strives to provide financial education and life skills to help the next generation 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.
Free Online Resources to Keep Your Financial Knowledge Sharp
Our Life Academy website contains various reading and video content resources to help ensure students can learn the tools and tricks to put good financial habits into practice.
Free Financial Tools to Help Apply Learning to Everyday Life
Learning is one thing, but being able to apply that knowledge to your everyday life is critical to long-term financial success. We give you access to helpful templates and tools to do just that.
The Firm Behind TFO Life Academy
TFO Life Academy was formed in direct response to the needs and goals of the families our registered investment advisory firm, TFO Wealth Partners, serves.
TFO Wealth Partners is a wealth management firm built to help families and businesses define and achieve their unique goals. The firm’s team combines this focus of aligning each client’s wealth, goals, and values with an academically-based investment philosophy, portfolio development, and a fiduciary standard of care. Together, TFO Wealth Partners strives to provide the advice, resources, and education they believe families need so they may focus on what is most important in their lives.