Services

From gaining financial control to banking and budgeting, here are the services I provide to help you live a Financially Smarter life in Israel.

One-on-one financial consult

A financial consultation can cover a range of topics, specifics to be determined by your personal needs.

Ongoing financial upkeep

Ongoing financial upkeep involves learning how to change spending habits and making long-lasting changes with your money.

Business Finance Consultation

Available both as a one time consultation or as an ongoing monthly plan for 6 months.

Workshops and Lectures

Topics serve a range of audiences and include personal finances

Online Courses

The Financially Smarter Couple: How to talk, plan and dream about your money – together” a course for couples starting out life together. 

Learn to be smart with the money you have, eliminate financial stress as much possible, and talk openly about money. This course is jam-packed with tips and tools for planning how to share a financial smarter life together.

 

Smarter Israeli Banking

Buy the book >>>

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.

Check out these additional resources

  • Smarter Israeli Banking: the ultimate insiders guide to banking in Israel.
  • Join the conversation on Facebook with the 27,000 other english speaking olim who strive towards Living Financially Smarter in Israel.
  • 10 Living Financially Smarter Principles
  • Looking for financial guidance- check out what kind of adviser you need *INFOGRAPHIC
  • Financial files – how long should I keep it? *INFOGRAPHIC