High-achieving women deserve better financial guidance.

Female leaders are increasingly likely to be the household breadwinner. They have found incredible success in meaningful work. They are committed to their families and often take on the decision-making roles in their lives.

However, being a high-achieving woman is not always a walk in the park. Work pressures can be all consuming, stress-filled days are common, and personal time can be impossible to find. They carry a heavy burden in their daily responsibilities and secretly hide the greatest sources of anxiety. The thoughts that truly keep them up at night and can prevent them from being present for the moments that matter.

We are deeply committed to, and understand, these women because WE ARE THEM!

We share the same journey and have devoted our careers to helping them connect their financial strength with every aspect of their lives.

A great deal of financial advice focuses solely on the commodity of money: how to get more (and give less) of it. That misses the point. It treats money as the end goal itself and is often the reason why women feel so disconnected from their financial power. They dread the meeting with their financial advisor and leave feeling uninspired, unmotivated, and often intimidated.

Time and again, we meet female leaders and high-achieving women who choose to put others before themselves.

At Harmony, we strive to put you, your financial needs, your dreams, and your aspirations first – no matter what.

When women help women, anything is possible!

Women we help

Breadwinner women

Breadwinner women feel like they have the odds stacked against them.

You may be asking yourself:

  • How can I leverage my wealth to get a better quality of life?
  • How can I ensure I’m compensated fairly, and grow my career?

We aim to take those roadblocks and transform them into financial opportunities. 

From organizing your investments, to building a tax strategy and career plan – we can help you to release your financial fears, and live the life you aspire to.

Female Executives

For many executive women, life is a day-to-day tightrope walk while juggling career and family.
  • The gender pay gap is real
  • The corporate world can be ruthless
  • Balancing personal goals with your work can feel next to impossible
You also are navigating:
  • Stock options and equity compensation
  • Hefty tax bills
  • A desire to retire early or shift your career

We have years of experience helping women like you:

  • Have a plan around the savings you’ve amassed after years of hard work and sacrifice
  • Create a career plan
  • Assess your compensation
  • Build a savings strategy that offers you opportunities and career flexibility
  • Make a plan for equity compensation and stock options
  • Conquer your financial fears
  • Build a retirement glide path

Reach out to us today to start a conversation about your financial path.