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:
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.
My Financial Planning Program costs 1300 ₪ per month for 4 months, plus a registration fee of 700 ₪. These prices are all inclusive, including VAT. No surprises.
I will create a personalized financial planning proposal for you based on your specific needs and goals. The plan 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 8 months free.
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 reach the appropriate point in your personalized schedule. We’ll meet together over Zoom (or in Modiin).
Finally, you will have the option to join an exclusive community for ongoing support for people just like you.
Great service, built to my needs, wishes and capabilities. Nadav was using a Data-driven approach and a lot of patience in building out the best plan together. I really recommend Blue & White finance to anyone who wants to take control of their long term investments and maximize their potential.
Highly recommend! Nadav was amazing at explaining important concepts to us, was there to answer all our questions, and put together summaries for us about what our next steps might be. He was open, helpful, and really a pleasure to work with. If you’re looking to make short or long-term financial plans, Nadav is there to help you make those decisions with confidences.
Working was Nadav was exactly what we hoped it would be. Nadav is incredibly knowledgeable, organized, honest, and goes above and beyond to give resources, advice, and support. We wanted to optimize our financial flows, understand our options, and make sure that we were set up for short and long term financial success. Nadav helped us achieve those goals, and we are much more confident in our family finances after working with him. Highly recommend.
My time with Nadav was exactly what I needed, but I had no idea what I needed beforehand. After sending him a detailed description of my current situation and some of the challenges I was facing, he built a customized set of sessions to lead me through getting my financial situation in order as I wanted. After each session, I came away truly feeling like I had a step-by-step plan that I could follow on my own. It was informative and beneficial on so many levels, and I would highly recommend others to take the time for themselves as well!
Working with Nadav has been very helpful. We walked away with clear, actionable steps in our financial planning session. Would recommend for anyone looking to have better understanding of their finances.
I called Nadav for help with financial planning, and he not only helped me understand the murkier points of my finances, he actually - miraculously - made finance interesting to me! With a crystal-clear explanation of both the big concepts underlying how money works, and the practical steps to get them working for me, I've emerged from a few hours consultation with a clear idea of where I'm going, what I need to do to get there, and a confidence to actually start reading and understanding all those insurance letters I keep receiving. Thank you Nadav!
We had financial planning sessions with Nadav and were very satisfied. His approach is warm, structured, and encouraging. Highly recommended.
Of all the challenges that have come with getting divorced, looking after my personal finances has been the most intimidating for me by far. So much is wrapped up in the way we “do” money – safety, confidence, self-esteem are just the top of the list – that getting and staying on top of it can be an emotional mine field. It certainly has been for me. Working with Nadav has been a terrific part of my journey towards gaining agency over my financial life. In six sessions, his probing questions, patient explanations, comprehensive knowledge and complete lack of judgement helped me clarify some basic issues surrounding money management and begin the task of conquering my finance phobia. I can’t say I’ve reached the promised land on this issue yet, but I have certainly learned a lot and made a lot of progress. Nadav’s guidance and support has played a major role in that journey, and will continue to do so moving forward.
Very practical and relevant advice. Great way to get started with step-by-step instructions that simplify the process for beginners so it's not intimidating.
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 1,300 ₪ per month, plus a registration fee of 700 ₪. 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 1 to 2 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.
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