Services

How can I help you get started on your journey to a Financially Smarter life?

During COVID-19 all meetings will be via Zoom or phone.

One-on-One Financial Consultation

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



Monthly Plan

Change takes time. Get step by step guidance to make the changes towards a financially smarter life.



Premium Package

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.



Online Courses

NEW! THE FINANCIALLY SMARTER COUPLE: How to talk, plan and dream about your money – together” a course for couples starting out life together. 



Smarter Israeli Banking

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.



Workshops and Talks

Book a talk or workshop.



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.