Chart Your Path to Financial Freedom
The Harmony Wealth Academy is a series of courses and workshops designed to change the way you think, feel, and act with money. The Academy leverages the deep knowledge, experience, and resources of Harmony Asset Management.
Why choose the Wealth Academy?
If you feel there’s a lot you should know about finances but don’t, you are not alone.
If you’re doing well in your career, yet falling short on retirement and other goals, we understand.
If the unexpected happens, and you are concerned about your family’s future, you are in the right place.
If economic news causes you anxiety, rest assured, we will empower you to stay on your path to success.
Why We Are Different
We recognize that there is no one-size-fits-all solution or quick fix.
Our program is free of jargon and designed to fit seamlessly into your life. Practical lessons of 5 minutes or less are designed to fit into your daily routine, helping you make steady progress without feeling overwhelmed. We are here to guide you as you envision and achieve financial independence, with a science-based approach that supports your progress every step of the way.
If you are starting to think about your financial future in a new and healthy way, you are in the right place.
We invite you to join us and look forward to working with you.
What’s Included
Video Learning Modules
Learn at your own pace and on your schedule
Personalized Coaching
Benefit from one-on-one sessions addressing your unique needs
Live Q&A Sessions
Engage with Harmony Asset portfolio managers and other speakers
Tracking Tools
Access to financial planning tools to monitor your progress towards your goals
Virtual Workshops
Two tickets to Harmony Asset Management online workshops for a year
Bonus Modules
Our Courses
Envision
18 weeks • $1,500
Our introductory course features:
You’ll also enjoy:
Mastery
24 weeks • $2,500
After completion of Course 1, you have the option to enroll in our more advanced course, which features:
You’ll also enjoy:
Your Guide: Monica Kaufman, CFP®
As a financial professional, I’ve watched many people struggle to achieve the financial freedom they crave. It’s not just about their income. Financial freedom requires a transition from earning money to building wealth. It’s not just about information; it’s also about empowerment that supports you as you live and sustain the changes necessary to reach your goals. Money is merely a set of tools anyone can master to build the life they want.
I’ve walked through this process in my own life and understand the challenges. And I’ve had the privilege of helping people through this process. Let me help you too.
Harmony Asset Management
Harmony Wealth Academy is a subsidiary of Harmony Asset Management, a wealth management advisor and fiduciary that emphasizes service, communication, customization, and objectivity. We’ve spent years assisting high net-worth individuals and small institutions to grow and manage their assets.
But we believe this sort of financial knowledge should be accessible to everyone. Our Wealth Academy makes the experience of our team available to everyone, both through our online courses and workshops and via one-on-one coaching.
Led by a former #1 ranked mutual fund manager by Morningstar and Lipper
Our team boasts 265 years of collective experience
18 years of operation, Harmony was founded in 2006
Take the First Step
Ready to start? Have questions?
Get in touch with us by email, phone, or by completing the form.