Lose Your Fear Of Money with Monica Kaufman
Today: Lose Your Fear Of Money with Monica Kaufman
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Monica Kaufman believes that everyone has the power to overcome inherited money scripts that no longer serve them and achieve their financial and personal goals. Her expertise spans a wide range of complex financial issues, including special needs financial planning, divorce financial advisory, Estate and end-of-life planning, executive compensation, and more.
Monica is the creator of Harmony Wealth Academy and a seasoned financial advisor with over 20 years of experience. As a CFP® and Director of Financial Planning at Harmony Asset Management, she’s worked at some of the largest financial firms and has a diverse background in advisory services, angel Investing, economic research, and management consulting.
A passionate advocate for financial Education, Monica is also a professional speaker committed to helping individuals and families rewrite their financial narratives and build a foundation for lasting success.
PLUS
* #tbt
*meet me Saturday in Waxhaw, NC for the tree lighting ceremony!
*watch a clip of the new episode of The Autoimmune Campfire podcast
*the show is now available on babyboomer . org
This episode is sponsored by:
ecoGlow Cleaning
Monica Kaufman