“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 – 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- Career Consultant
One-on-One Financial Consultation
A financial consultation can cover a range of topics, specifics to be determined by your personal or business needs.
A financial consult can cover planning, building wealth, spending habits, 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 one on one business consults we can discuss how to make more, financial ratios, KPI’s, profitability, and planning growth for a more profitable business.
Location: In person at Team Up in Beit Shemesh, via zoom or over the phone.
Change takes time. Get step by step guidance to make the changes towards a financially smarter life.
The monthly plan involves working together for 6 months (at least) as real change takes time, so that we can plan, work on your money communication, your goals and budget and get you on financial track. If you have a business, we will get it in financial shape, create KPI’s and smart ways to make your money run smoother. All this with me right there holding your hand through the scary stuff!
NOTE: This program is only offered after an initial one-on-one meeting to assess suitability.
**This option is an excellent choice for self-employed individuals.
Location: In person at Team Up in Beit Shemesh, via zoom or over the phone.
Price: 1250 NIS per month. Price can vary according to needs.
This is a FULL package for clients with investments, businesses,and personal finance guidance. With weekly check-ins and more intense hand holding through out your financial change.
The premium package is for clients who want to work intensely on multiple aspects of their finances, including their personal and business finances. Premium includes weekly check ins and more intense hand holding through out your financial change. This is for you if you have a financial mess, know you should be doing better and want to make lasting change. Length: 6 months
Location: Team-Up Beit Shemesh or by phone/Zoom.
Price: 2500 NIS per month (including VAT). Six months.
**This program is only offered after an initial one-on-one meeting to assess suitability.
NEW! THE FINANCIALLY SMARTER COUPLE: How to talk, plan and dream about your money – together” an online evergreen 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.
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 or 600 NIS
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.
Buy the book >>> . THE ULTIMATE INSIDER’S GUIDE TO BANKING IN ISRAEL Learn how to navigate the process from opening an account to closing one, and everything in between.
Buy the book >>> . THE ULTIMATE INSIDER’S GUIDE TO BANKING IN ISRAEL
Book a talk or workshops on a variety of financial topics. From Aliyah finances and banking to creating a financially smarter life and how to talk to your kids and spouse about money.
Throughout the year I give workshops and talk to groups around Israel and with Nefesh B Nefesh in North America. Topics serve a range of audiences and include personal finances, steps to running a profitable business, Israeli banking and more.
If you would like to discuss booking a speaking engagement or workshop please reach out to me here.
“Rifka is so unbelievably professional. patient, kind and very very good at her job. If you need financial advice and planning that is life changing, I would HIGHLY recommend her.” Michali Caplan
“Rifka is coaching, advising, steering, helping and supporting us with tremendous knowledge, patience, positive feedback, professionalism , dedication and some humor too. It is fascinating how when you get your finances in order, other, totally non related issues, start falling into place as well. We wish everyone Rifka in their lives too.” Maish and Danja Saidel Keesing
“The Financial Consultation with Rifka was definitely a great investment in our future!”Gabriel Duec
“Every time we meet with Rifka we come out with clarity and with concrete steps as to how to move onwards and upwards. She is positive, crystal clear, and non-judgemental. We have found her financial advice and guidance invaluable every time we meet with her. Cannot recommend her more highly!!” Abi Blackman – Writer
Please note I do not advise on tax issues or stock market investments.
