Monica Kaufman is the Director of Financial Planning at Harmony Asset Management, where she empowers clients to heal their relationship with money and achieve financial independence. Her journey in finance took a transformational turn as she navigated her husband Jeff's severe clinical depression while raising their family...
… Through this experience, Monica came to understand that financial success isn’t just about numbers—it’s about mindset, resilience, and having the right tools to create lasting change.
With over two decades in financial planning, Monica integrates brain-based techniques with real-world financial strategies to help individuals and families gain clarity, confidence, and control over their wealth. She emphasizes the connection between responsibility and freedom, guiding clients to shift limiting beliefs and take intentional action toward financial well-being.
Monica’s holistic approach aligns personal and professional growth, starting with spiritual principles that influence physical, emotional, social, and financial outcomes across generations. She is passionate about fostering financial resilience, ensuring that wealth builders not only grow and protect their assets but also transfer their wisdom and skills to the next generation.
Outside of work, Monica enjoys time with her rescue dogs, fitness, and women’s learning and book clubs, continuously embracing growth and transformation.
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