60 East 8th Street, Suite 30N
New York, NY 10003
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
â€œI specialize in creating harmony out of financial discord that comes with life transitions. No one can truly call themselves free who doesnâ€™t own or control their own money. Transitions put emotions in flux and money in motion. It is important for everyone experiencing a major transition in their life to have a financial adviser who understands the powerful dynamics of change.â€
Judy founded Harmony Financial Advisors, LLC in 2006 with this mission in mind: to provide unbiased, holistic financial planning and investment management services as an independent registered investment adviser to clients.
About Judy Haselton
Judy has worked in financial services for over twenty years including as an investment banker with Smith Barney and a commercial banker with Bank of America. As an independent financial professional, she has also structured private-equity transactions for individual investors.
She holds an MBA from Columbia University Graduate School of Business and completed the Financial Planning Program at New York University. In 2005, Judy received the Certified Financial Planner designation, also known as the CFPÂ®.
Judy is an accredited Sudden Money Advisor having been trained in financial-transitions planning through the Sudden Money Institute. She is also a Registered Life PlannerÂ® with the Kinder Institute of Life Planning.
To sharpen her skills and keep her knowledge relevant, Judy is also a member of the National Association of Personal Financial Advisors, the Financial Planning Association, and the Nazrudin Project, an affiliation of financial planners and professionals dedicated to working with clients holistically.
Both in her professional life on Wall Street and personal life, Judy has seen many of the disruptive issues that money raises for individuals, couples and families. Those life experiences combined with running her own business and intensive training in the field of financial planning and investment management give her a unique ability to provide comprehensive, caring, financial advisory services. She has been a resident of New York City for over 30 years and is the mother of two sons giving her an in-depth knowledge of the personal financial needs of all people in various stages in life.