Harmony Asset Management, and Harmony Wealth Academy, McKinney TX

Monica A Kaufman CFP

Harmony Asset Management, and Harmony Wealth Academy

About Us

As the year winds down, it’s time to check your financial “report card.” Are you on track with your wealth goals, or do you feel the pressure building?

If you or your adult children are feeling anxious about money or the future, you’re not alone—but this moment is a powerful opportunity for a reset.

The Harmony Wealth Academy offers a pitch-free, jargon-free way to regain control. With practical lessons, weekly group sessions, and personal coaching, we help you build momentum toward lasting financial confidence and freedom.

Shift from stress to strength as you close this year strong—and set yourself up for real success ahead.

Ready to end the year empowered? Let’s connect and make it happen.

How We Got Started

In the first week of the COVID shutdown, I spoke with 42 clients—and saw the same painful truth: even high earners were stuck in cycles of anxiety, overwhelm, and generational money patterns that kept them from building real freedom. They didn’t need another sales pitch—they needed a way to understand the system, break the patterns, and move forward with confidence. If you or your clients are ready to shift from financial stress to financial freedom, let’s talk. 📞 610.209.1425

Products & Services
When a spouse dies, there are dozens of financial and administrative decisions competing for attention. I help widows identify priorities, organize...
Most people enter divorce focused on the immediate crisis. I help them understand the long-term financial consequences of today's decisions so they...
I teach clients how to build their own clear, confident money play so they can say "I am going to be OK" and actually understand WHY.
Recommendations Given (39)
"GREAT ATTITUDE... EVEN BETTER SKILLSET. She is committed to empowering you to run the..." Read more "GREAT ATTITUDE... EVEN BETTER SKILLSET. She is committed to empowering you to run the technology, not have the tech run you. If you want your tech to actually make your life easier and more productive, have the conversation. WORTH THE TIME"
"He has a huge heart full of compassion, a sharp mind and a sound conscience. Truth Teller but..." Read more "He has a huge heart full of compassion, a sharp mind and a sound conscience. Truth Teller but with compassion. Great perspective. Trustworthy."
Recent Activity

Monica from Harmony Asset Management, and Harmony Wealth Academy Answered this on August 26, 2025
A great reminder to never take the gift of someone's time for granted, to lead with value and to keep the conversations going.   (more) A great reminder to never take the gift of someone's time for granted, to lead with value and to keep the conversations going.  

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 25+ Local Business Owners!