Here are the ways I can help with your finances:

** During the COVID-19 shutdown all meetings are via Zoom or phone. 

1. One-on-one financial consult either in person, via phone or video call. A financial consult can cover planning, building wealth, insights into long-term financial goals, pre-aliya financial consult, budgeting on an Israeli salary, getting on track, what products are available and what pitfalls to avoid, gaining financial control, building your financial future, talking about money with your spouse, financial overview, mortgages and more. For a business, this can also include financial ratios, profitability, and planning growth for a more profitable business. You choose what we discuss, according to your own personal needs.

Length: Up to 1.5 hours

Location: Team-Up Beit Shemesh or via phone or video call.  *Pre-aliya consults are available via phone or video call on Sunday evening from 8:30-10PM Israel time.

Price: 500 NIS + VAT = 585 NIS

2. Make this year Financially Smarter – Ongoing financial guidance for 6 months, making long-term lasting change with your money, financial knowledge and behaviour. We work together, with me holding your hand through the scary stuff. We make a plan, a net worth and a budget and start to get you on a new financial track. For a business we work on financial rations, profitability, plans for growth and for a more profitable business. We discuss anything and everything financial that comes up, by phone, email or Skype, and in meetings. This option is an excellent choice for self-employed individuals.

Length: 6 months

Location: Team-Up Beit Shemesh or by phone/Skype.

Price: 1250 NIS per month (Including VAT)  Price can vary according to needs.

**This program is only offered after an initial one-on-one meeting to assess suitability.

3. Premium Package 

This package is ongoing financial guidance, similar to above, #2, however this is a FULL package for clients with investments, businesses,and personal finance guidance. Premium includes weekly check ins and more intense hand holding through out your financial change. 

Length: 6 months

Location: Team-Up Beit Shemesh or by phone/Skype.

Price: 2500 NIS per month (including VAT)

**This program is only offered after an initial one-on-one meeting to assess suitability.

4.  Living Financially Smarter Couples Course NEW in 2020

See more details and sign up here!

Length: 9 weeks – but go at your own pace, and your can access it always!

Location: Online from the comfort of your home, fav coffee shop, etc!

Price: $180 USD

This course is for couples starting out their financial life together. It is not about how to be cheap or save every penny. That’s not who I am, and it’s probably not who you are.  It’s also not about how to make millions tomorrow. What it IS about is how to live well. How to be smart and live your best life, together. How to be on the same page as a couple so you can accomplish your financial goals.

It’s about being smart with what you have and eliminating financial stress as much as possible. The goal of this course is to help you align your values with your money and live what I call a financially smarter life.