Family Financial Planning,
Focusing on
Results
Financial Stabilization Programs | Supporting Families in Crisis or Growth | Change Habits Implementation
Nice to meet you
I’m Eran Cohen, a financial planner, economist, statistician, and finance expert. In the past, I spent 20 years in the high-tech industry, managing operations, financial training, and business processes.
I’m an entrepreneur in the fields of business and education. Among other things, I co-founded the “Freedom Academy" which focuses on making philosophical and scientific content accessible to young children. I've always been a ‘numbers person’ – dealing with spreadsheets and financial analyses. And also a ‘words person’, passionate about writing.
But more than anything, I’m a people person. Family guidance, support, understanding individual needs, and translating them into action plans are at the heart of what I do.
Professional Background:
• 20 years of management experience in high-tech – overseeing business processes and training management in a Fintech company.
• Entrepreneur, economist, statistician, and finance expert.
• Former lecturer in economics and finance at Derby university.
Financial Planner | Financial Lectures | CRM Consulting
Who needs financial planning?
Have you set up a shared home and are embarking on an independent journey? Congratulations! Come plan your financial future today.
Allow yourselves to dream and set goals – housing, career, hobbies – and let’s define the roadmap to achieve them.
Young Couple
You both work hard, “struggling to make ends meet” and find yourselves in an endless cycle of loans and crushing interest rates? Know that there is something you can do. With some professional guidance, you can “get out of this” and develop responsible and efficient family financial behavior.
Family in a
Financial Challenge
Sometimes we encounter significant events that greatly impact our way of life. Events such as the loss or separation from a partner, or on the flip side, preparing to purchase a new home or relocating. Perhaps you’ve received an inheritance.
Let’s do a reset and a renewed mapping of your family’s goals and capabilities in light of (or in preparation for) the mentioned change.
Life-Changing Event
A new baby has joined the family? Or perhaps one is on the way soon? Congratulations!
The expansion of the family always comes with increased direct and indirect expenses. Is it wise to take short-term loans to cover the rising costs? Is it right to “break” into savings? Should you give up certain expenses? It’s possible to plan and refine your financial management – even in the short term.
An Expanding Family