Services
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
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.
Financial Overview and Strategy
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.
Long Term Financial Planning
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.
