The Complete Program
A program lasting approximately 8 weeks, during which we will examine the economic situation of the family unit – in a holistic & comprehensive manner.
As part of the program, we’ll address the following:
• A complete reorganization of all financial areas and creating a clear picture of your current economic situation.
• Short, intermediate and long terms of financial planning.
• Developing a smart budget, tailored to your needs.
• Aligning investment strategy with your needs, addressing various life stages, family goals, and appropriate risk levels for you.
• Assessment of your insurance portfolio – Are you adequately covered? Is there any insurance overlap? Are the costs appropriate for you?
• Analysis of loans and obligations. Is there a way to improve the monthly repayment amount? Is it possible to shorten the repayment period?
• Examining your mortgage – in these days, when mortgage payments keep rising, it is advisable to jointly explore options to improve and adjust your current payments to the family’s capabilities.
Ongoing Support
Subsequently, ongoing support will be offered for about six months to assist in implementing the financial plan.
The ongoing support includes a bi-weekly meetings, during which we will examine the topics that require focus and elaboration, and answer any questions that arise from the process.
The complete program, complemented by the ongoing support, is an excellent solution for any family looking to stabilize its financial situation from the ground up. I see this as a journey we take together, working towards achieving the goals and objectives you've set for yourselves.
Budget Planning
During two meetings, we will focus on building an accurate budget tailored to your family, based on your goals, capabilities, and ongoing expenses.
We will examine the status of your insurance, mortgage, obligations, credit, bank balances, etc., and create the right and effective budget for the family, with an emphasis on maximizing family resources against financial needs.
A focused budget program is a relatively short process that generates complete transparency in the budget and offers immediate tools for effective and improved management of the family's finances.
ערן יקר,
לפני מספר חודשים פגשת אותנו אבודים במבוך כלכלי שהרגיש חסר מוצא. ריבוי ההוצאות וההתחייבויות, יוקר המחייה והמינוס הנצחי ליוו אותנו יום יום בדאגה.
בזכות הליווי האישי, ההכוונה, הידע המקצועי והכלים שהענקת לנו, הצלחנו לאמץ הרגלים חדשים להתנהלות כלכלית אחראית והחזרנו את השליטה לחיינו.
מעבר לתחושת הסדר בהתנהלות הפיננסית, עזרת לנו לדאוג ולתכנן עתיד כלכלי חיובי.
ערן, תודה מיוחדת על הגישה האנושית, על האכפתיות והתמיכה בכל צעד שעברנו יחד. ייחודך הוא בראיית האנשים שמאחורי המספרים וזה כלל לא מובן מאליו. אנחנו יוצאים היום לדרך חדשה בתחושת יציבות כלכלית ומוקירים לך תודה על השינוי המשמעותי בחיינו.
מודים, מעריכים וממליצים עליך בלב שלם לכל מי שזקוק ליד מכוונת בעולם הפיננסי,
רוית ויוסי, בני 50, חולון