Lets work together
What if you had
- Expert financial guidance just a Whatsapp or phone call away?
- Personalized recommendations for achieving your financial goals?
- Customized direction on the complexities of receiving an inheritance?
- A practical, step-by-step plan for financial empowerment?
- Judgment-free, qualified and compassionate advice you can trust?
- The tools you need for financial freedom, stability, and future planning?
Want to work with Rifka? Start here.
A 15-minute phone call can change your financial future.
If you’re interested in potentially working together, you’ll first have a 15-minute, free phone consultation with me.
During this call, I’ll listen to your needs and together, we’ll determine the best course of action. I may recommend specific services from me or my team, or refer you to another expert.
If you’re not ready to get started, you can take what you’ve learned from our complimentary call and come back to us later. We’re always ready to pick up where we left off.
One-on-one financial advice from Rifka and her team
“Creating your new finanical strategy” and “long-term financial planning” require a one on one introductory meeting with me either in-person or via Zoom.
The personalized budgeting sessions are led by my trusted team of financial experts, who are trained in my Living Financially Smarter method. Supervised and guided by me personally, our advisors are here to help you achieve your financial goals and stay accountable to your budget and money roadmap.
Interested in inviting Rifka to speak at your event or run a ‘Financially Smarter’ workshop in your community? Please reach out via our Contact page
In this one-time zoom session with our team member, we’ll plan and develop a workable, livable budget that’s the right fit for your unique financial needs. This personalized plan will empower you with control over your money, enabling you to start saving for upcoming events, trips, moves, and more.
Our budgeting philosophy is predicated on simplicity and practicality – you won’t spend hours filling out Excel sheets. This flexible service allows you to commit to future follow-up sessions from the start, or you can book as-needed check-ins whenever is ideal for you.
Schedule a one hour meeting with me (either digitally or in my Bet Shemesh office) to review your overall financial picture; we will cover the basics of your priorities, budget, future goals, and everything in between.
We’ll discuss your spending habits, building wealth, and general guidance around finances in Israel. You’ll learn about behavioral finance and living financially smarter, and gain a big-picture overview of your overall financial health.
I’ll also advise you on areas in which you can improve – along with practical tips that empower you to do just that.
This standalone, flexible service is on an hourly basis, with no long-term commitment.
Personal finance monthly retainer
With this option, you’ll retain me as your personal financial advisor. Available on an as-needed, ongoing basis for financial guidance, you can call, Whatsapp, or message me whenever questions come up.
You’ll gain hands-on guidance regarding your behavioral finance and accountability for creating new financial habits and committing to them. Together, we’ll ensure that you have all the resources and understanding that you need to achieve your financial goals.
This service also includes a minimum of one proactive monthly meeting to review your finances and progress toward your goals.
Looking to create an entirely new financial plan for yourself from scratch, including a full accounting of all your financials and where you’re currently standing? This package is ideal if you need a solid framework for financial empowerment, starting from the ground up.
Over the course of three to five individual sessions, we’ll develop a personalized financial roadmap that works for you, including realistic changes that you can implement immediately and monitoring your progress along the way.
You’ll gain a comprehensive, personalized Financial Plan that details all of your near-term and longer-term goals and the routes to achieve them. This deeply researched plan includes strategy and projections that translate to real-world success.This customized financial roadmap, tailored to you, includes actionable insights and clear goals, as well as answering the questions that matter most to you, such as sustainably helping children and planning for retirement.
We are here if you want to then do an annual check-in to ensure that you’re on the right track, even after your sessions end.
This holistic, full-service program is for clients who are looking for future-focused strategy and planning, including long-term investment strategy. We’ll conduct a thorough financial overview, assessing and managing risk to create a life-long financial strategy informed by your values and goals.
I’ll create a customized Financial Plan for you, then hold your hand through deploying and managing that plan. I’ll act as your financial concierge, including interfacing with your investment managers, accountants, and other fiscal professionals on your behalf.
This CFP package includes scheduled meetings and personal ongoing guidance, overseeing investments and other financial professionals to manage your entire portfolio, and referrals to investment and business professionals based on your needs.
This is a fee-only service.
