Here are the ways I can help with your finances.
1. One-on-one financial consult either in person, via the phone or on Skype. A financial consult can cover planning, building wealth, insights into long term financial goals, starting out right, 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: SUBS Beit Shemesh (HaUman street) on Monday or Thursday mornings at 9 AM, 11AM or 1 PM, or by phone/Skype. Other time slots are available as needed. An in-person meeting in another location can be scheduled for an additional fee.
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: SUBS Beit Shemesh (HaUman street) on Monday or Thursday mornings at 9 AM, 11AM or 1 PM, or by phone/Skype. Other time slots are available as needed. An in-person meeting in another location can be scheduled.
Price: 1000 NIS per month (Standard package ) + VAT = 1170. Price can vary according to needs.
**This program is only offered after an initial one-on-one meeting to assess suitability.
3. My 2017 Smart Financial Choices course. NEW. In a group call every second week, I explain a concept and work on it with the group. We’ll start with a net worth and what we’d like to improve in 2017. We’ll cover goals, making more, financial mindset, talking about money, making smart choices for you, basics of investments, savings available in Israel, banking, filing, bills and budgeting. One-on-one interactions are also built into the course to help you face challenges and move forward.
Length: 1 year. Commitment for 6 months.
Location: Online, Skype or phone
Price: 400 NIS per month + VAT = 468
Living a “Financially Smarter” lifestyle pays off long-term and will give you clarity and more money. Please note I do not advise on tax issues or stock market investments.
Please let me know which services you are interested in so we can get started and make you financially smarter sooner rather than later.