How can I help you get started on your journey to a Financially Smarter life?
One-on-One Financial Consultation
A financial consultation can cover a range of topics, specifics to be determined by your personal needs.
Ongoing Financial Upkeep
Ongoing financial upkeep involves learning how to change spending habits and making long-lasting changes with your money.
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.
Business Finance Consultation
A one time consultation OR as an ongoing monthly plan. Topics can include financial ratios, profitability, and planning growth for a more profitable business, etc.
NEW in 2020THE FINANCIALLY SMARTER COUPLE: How to talk, plan and dream about your money – together” a 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.
Check out these additional resources
- Smarter Israeli Banking: The Ultimate Insiders Guide To Banking In Israel.
- Join the conversation on Facebook with the 28,000 other English speaking olim who strive towards Living Financially Smarter in Israel.
- 10 Living Financially Smarter Principles
- Looking for financial guidance- check out what kind of adviser you need *INFOGRAPHIC
- Financial files – how long should I keep it? *INFOGRAPHIC