Real Solutions
After working with hundreds of families, we understand that everybody likes to learn differently.
Choose the approach that most appeals to you:
Financial Planning
1400
₪ x4 months
+ 800 ₪ registration
-
Develop a comprehensive Financial Action Plan, achieve your financial goals, and gain the financial education you need.
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We'll spend 3 hours together over Zoom or in Modiin.
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Includes access to all our online Programs and Masterclasses.
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Includes personal support over Whatsapp throughout our 4 months together.
Guided Investment Program
1,600
₪
-
You'll walk away with an investment account and a plan. For lazy investors who want to get their money out of the bank.
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Accessible from anywhere at any time, including all the video lessons, guides, and tools you need.
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Includes personal support throughout the program over WhatsApp and access to our exclusive investment community.
Masterclasses
75-700
₪
-
Gain a full understanding and receive a specific step-by-step action plan on select topics.
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Accessible from anywhere at any time, including all the video lessons, guides, and tools you need.
One-off Consultations
One-off consultations are for a special type of person. They work great if you are generally on top of your finances and have very specific questions you would like answered.
You get our time and can ask anything you want. Clients use these sessions as a sounding board, to build a basic financial plan, to receive a second opinion, to help get unstuck, or for a range of other questions.
- Aaron charges 1,000 ₪ for a 1 hour consultation on investing, investment planning, or cross-border money management.
- Nadav charges 1,750 ₪ + vat for a 1.5 hour Financial Planning session (including preparation time and WhatsApp support as you implement).
- Our 4-month Financial Planning Program will be a better fit for most clients.
Tools & Calculators
99
₪
-
Make confident financial decisions based on real data.
FAQs
Yes! The majority of our content is free. We offer online guides, podcasts, tools, and more. Click here to browse our free catalog or click here to receive new content directly to you inbox.
Yes we do. If you would like to buy multiple products/services, please get in touch to ask us for a quote.
We are not Israeli licensed investment advisors and will not be giving investment, tax or legal advice, as defined by the relevant regulations.
No. We are completely independent and we receive 0 economic benefit from the platforms, products, or professionals we recommend. We believe financial planning and education should be completely objective and free from any conflicts of interests. All our offerings will be designed based on this principle and the fiduciary standard.
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