Let's Work Together

Change takes time.

Get the guidance you need to make the changes you need – and enjoy a financially smarter life in Israel.

We offer a range of packages to fit your needs.  Find the one that’s right for you.

One-on-one
Financial Consultation

You have questions. We have answers.

Schedule a personal consultation with Rifka on Zoom to discuss everything from long and short-term financial goals, wealth-building, spending habits, mortgage options, or to gain a better understanding of how finances work in Israel.

450
NIS
for a 60 minute consult

Financial Overview and Strategy

You want a financial plan and are ready for direction and strategy. You want to know how to assess your risk profile and build a financial strategy defined by your values and goals.

In three to five 60-minute meetings with Rifka, you’ll create a full picture of your finances along with a financial roadmap. That includes gathering all the relevant data from banks and brokerages as well as consulting with third-party money managers. By the end of the process, you will have a financial plan with actionable insights and clear goals. This is a fiduciary service. 

We know that circumstances change, so we’re always available for a follow-up session. Once a year, we’ll schedule a meeting to make sure the plan still matches your financial goals and progress. 

The program will only be offered after a one hour paid consultation to see if the program is right for you, and priced according to the scope of work.

2,500 - 6,500
NIS

Long Term Financial Planning

Long-term financial planning. We’ll create a financial plan and strategy that aligns your values and life goals with your financial ones.

This holistic, full- service program is for clients who are looking for strategy, long-term investment,  and personal finance strategies. We’ll conduct a thorough financial overview, and assess and manage risk to create a life-long financial strategy informed by your values and goals. The  program includes scheduled meetings and personal ongoing guidance from Rifka, overseeing investment and other professionals to manage your entire financial portfolio, and referrals to investment and business professionals based on your needs. This is a fiduciary service. 

The program will only be offered after a one hour paid consultation to see if the program is right for you, and priced according to the scope of work. 

"Rifka's empathetic outlook, systematic methods and expert knowledge has helped us make huge strides in controlling our spending. She is friendly, approachable and a reliable source of advice and information."
Alana Stern headshot
Alana Stern
- ADHD Coach
"Rifka excels in empowering professionals and business owners with a 'building wealth mindset' and the strategic tools to set up their finances to achieve this goal.  Super intuitive, highly resourceful and extraordinary dedication are just some of the qualities that I experienced first hand as Rifka helped me."
Tzvi broker headshot
Tzvi Broker
- Career Consultant
Please note I do not advise on tax issues or stock market investments.