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Abstract Essay in its Fifth season, features Monica Kaufman a founder of Harmony Wealth Academy as my guest.
Manage episode 512740611 series 2852176
Ready to Rise
I’m Monica Kaufman, CFP®— founder of Harmony Wealth Academy.
As a financial planner and behavioral strategist with deep roots in both Wall Street and real-world resilience, I believe that true wealth is built at the intersection of mindset, meaning, and money.
My work is shaped not just by decades in the industry—but by my personal story as a wife, caregiver, and mother navigating the challenges of severe mental illness in my family. I’ve learned that clarity isn’t a luxury—it’s a lifeline.
Most people weren’t taught how to lead financially. They’re overwhelmed, ashamed, or stuck in patterns that no longer serve them. That’s why I created The Aligned Horizon—a framework for helping people rise above fear, reclaim agency, and build a financial life that reflects who they truly are.
Whether I’m working with high-income professionals and entrepreneurs, purpose-driven parents, or first-generation wealth builders, my message is this:
You are not behind.
You are not broken.
You’re just ready for a new horizon.
So the real question is:
Are you ready to rise?
Hosted on Acast. See acast.com/privacy for more information.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
450 episodes
Manage episode 512740611 series 2852176
Ready to Rise
I’m Monica Kaufman, CFP®— founder of Harmony Wealth Academy.
As a financial planner and behavioral strategist with deep roots in both Wall Street and real-world resilience, I believe that true wealth is built at the intersection of mindset, meaning, and money.
My work is shaped not just by decades in the industry—but by my personal story as a wife, caregiver, and mother navigating the challenges of severe mental illness in my family. I’ve learned that clarity isn’t a luxury—it’s a lifeline.
Most people weren’t taught how to lead financially. They’re overwhelmed, ashamed, or stuck in patterns that no longer serve them. That’s why I created The Aligned Horizon—a framework for helping people rise above fear, reclaim agency, and build a financial life that reflects who they truly are.
Whether I’m working with high-income professionals and entrepreneurs, purpose-driven parents, or first-generation wealth builders, my message is this:
You are not behind.
You are not broken.
You’re just ready for a new horizon.
So the real question is:
Are you ready to rise?
Hosted on Acast. See acast.com/privacy for more information.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
450 episodes
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