And this is me at work 👉.
I spend my day on Zoom, meeting with English speakers from all around Israel.
Together we build simple and achievable Financial Action Plans that get you closer to achieving your goals and dreams.
And this is me at work 👇.
I spend my day on Zoom, meeting with English speakers from all around Israel.
Together we build simple and achievable Financial Action Plans that get you closer to achieving your goals and dreams.
In addition to the long-term benefits, many clients find they easily make back the cost of the financial planning sessions within just a few months. Here are some examples:
*Names changed to protect privacy.
If you check most of the following boxes, we could be a good fit:
I will create a personalized financial planning proposal for you based on your specific needs and goals. The proposal will define exactly what we will learn and achieve together. I will assign you video lessons to watch and homework to do in order to make our one-on-one time together as valuable as possible.
Over the 4 months we will have two comprehensive 1.5 hour planning sessions together. You will finish the financial planning process with a precise financial action plan and the knowledge you need to implement it.
In addition, you aren’t limited to only learning from the content defined in our personalized schedule. You will get access to our entire library of video classes designed specifically for my financial planning clients, allowing you to cover as much or as little as you like. You will get access for the 4 months of the program plus an additional 2 months free.
If we both think that my 4-month financial planning process is right for you, I will send you a link to register for the next available starting month.
I usually book out 2-3 months in advance. My Financial Planning Program costs 1200 ₪ per month for 4 months, plus a registration fee of 600 ₪. These prices are all inclusive, including VAT. No surprises.
Your scheduled start date has arrived!
We’ll be in regular contact over Whatsapp throughout our 4 months working together. My job between sessions is to help make you accountable to the process and to help remove any roadblocks you may face.
We’ll schedule in our 2 sessions together when you are ready – likely in our second and third months. We’ll meet together over Zoom (or in Modiin).
You will also have the option to join our regular live group sessions in which only our financial planning clients can interact and get their questions answered.
Finally, you will have the option to join an exclusive community for ongoing support for people just like you.
Working with Aaron and Nadav was so helpful for us in so many ways. They helped us with both general understanding of everyday concepts (like how the Israeli pension/retirement system works or how to read a pay stub) as well as specific personal questions (like our specific budgeting and financial planning needs). Thank you so much for all of your amazing assistance, guidance, and resources!!
Highly recommend! Nadav worked with me to strategically create an actionable plan to help me reach my 2-3 financial goals. I feel less stressed and I gained a lot of knowledge.
Nadav was extremely helpful to work with and opened our eyes to successfully managing finances within the daunting Israeli system. He helped us set up a framework and system needed to work toward our financial goals. I'd absolutely recommend olim to work with him.
We loved working with Nadav! We found the sessions to be extremely insightful and helpful. Nadav helped us define our financial goals as well as a strategy and plan for us to get there. He’s been extremely helpful with any follow up questions we’ve had and we truly feel like working with him was worth every penny! Highly recommended!
As a new Olah, the session by Nadav was incredibly helpful in navigating the financial systems here in Israel, and informing me of my rights! Highly recommend!
Nadav and Aaron came highly reccomended by friends, and, once we started meeting, we knew we were in good hands. Nadav helped make the incredibly complex world of finance so understandable, and his tips and plan have already saved us a lot of money. Looking forward to continued work with Nadav in our financial future! 🙂
Nadav was everything you want in a financial advisor: knowledgeable about his field, helpful, attentive to your personal needs and goals, has a good network and list of resources for persons in related fields (accounting, law) and relevant software (budget trackers, etc.), flexible in scheduling, and easy to work with. I highly recommend!
Before starting sessions with Nadav, I constantly experienced fear, anxiety, uncertainty, and trouble sleeping, which led to a lot of procrastination. Although these feelings have not completely disappeared, I'm gradually learning how to manage them and take control of my life. I cannot express in words the clarity, knowledge, and support that Nadav has provided me. I recently approached him because I had no idea how to handle my finances, particularly in Israel with all its unique challenges for olim and citizens alike. During my first session, I felt embarrassed about my lack of financial accountability and the confusing state of my finances. However, Nadav created an environment that helped me feel safe and open to him, allowing me to identify and label my expenses, reduce my costs, and build a solid financial future. I wish I had sought Nadav's guidance earlier, perhaps before or during my aliyah three years ago. The most significant benefit for me was overcoming my fear and shame surrounding finances. My generation and cultural background often consider money to be a taboo subject, but it shouldn't be. Thanks to Nadav's teachings, I'm gradually taking control of my finances and the opportunities that come with it. I'm enormously grateful and I highly recommend it! Thank you, Nadav!
Nadav is the rare consultant who can explain complicated, and sometimes uncomfortable, financial subjects in a simple way. In addition, the practical tools for building a budget, developing an investment strategy, and long term financial planning support real behavioral change and ownership. High recommend for individuals and couples looking to build healthier financial habits.
Firstly, peace of mind and confidence. You’ll be on a path to financial success with a map to follow (and a person to call) whenever you’re faced with a new challenge.
More tangibly, my clients find that working together helps them save for the future, waste less on fees, enhance returns, get out of debt, achieve goals they never thought possible.
A focused step-by-step action plan, covering all the topics we tackled together.
In addition you will have access to all of the materials we used together. These include proprietary tools, calculators, presentations, and worksheets.
My Financial Planning Program runs for 4 months and costs 1,200 ₪ per month, plus a registration fee of 600 ₪. These prices are all inclusive, including VAT. No surprises.
This includes:
I am always available to my clients between sessions over WhatsApp.
My goal is for you to succeed. If you have questions about implementing our plan I’m thrilled to answer them over WhatsApp or a quick call.
If you would like to tackle a new topic in the future, I will provide a quote for another session or two together.
Some clients like to pay for a regular financial checkup every 2 to 3 years.
Never. My recommendations and referrals are completely independent and I receive 0 economic benefit from the platforms and products we discuss. Aaron and I believe that education, especially financial education, should be completely objective and free from any conflicts of interests. Everything we do is designed on this fiduciary standard.
Yes, but our journey together will first focus on balancing your budget and getting out of debt.
Please note that I always encourage families to first consider free financial mentorship services such as Paamonim before reaching out to me. There is no point paying me for a service that you can get for free!
No, I am not a licensed advisor.
As such I will not recommend specific pension products or securities.
When it comes to these topics, I will focus on education, helping you understand the systems and come to decisions on your own. I will encourage you to speak to your pension agent before making final decisions regarding pension and to do your own research before buying specific securities.
Yes. I will give you the plan, together with all of the knowledge, tools, and skills you need. You will be the one to make it happen.
Be the first to learn about new courses and free content:
