Monica Kaufman

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?

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