Financial Planning Services —
At No Cost, Ever.
Our comprehensive approach encompasses investment strategies, a unique budgeting system, life insurance planning, and so much more.
We support major life events like chasunos, tuition, and retirement, ensuring you’re financially prepared at every stage.
By providing personalized, data-driven advice, we align your financial stability with your values.
Take action today
Our families’ experiences
Services
Financial Freedom
We’ll provide resources to ensure you are putting enough away for chasunos, tuition, and even yourselves. You’ll learn how to determine your FI (Financial Independence) number and see for yourself how soon you will no longer be dependent on anyone else.
Investing
Even if you only have $25/month to start investing, we are going to start! We will teach you how to start your very own tax-free and/or taxable investment accounts. Learn the simple path of investing with broad-based index funds. Get set up before we speak for free with M1.
Budgeting
We help you get a budget set up and help you stick to it. Guiding you along the way with our recommended software, YNAB, we help you ensure every dollar has a job working for you.
Online Community
Join our online community and be one of the hundreds of frum Yidden helping each other increase their financial literacy.
Retirement Planning
Learn the difference between an IRA, 401k, 403b, and more. Learn the difference between traditional and Roth-based investing. Determine how much needs to be put away each month to ensure you don’t need to rely on your community or children later in life.
Choson/Kallah Classes
Let’s get set up for success before the wedding. We will build a budget and a plan together, and go over investing basics and our roadmap together. Go into your marriage knowing you are paving the way forward with intentionality.
Credit Report Corrections
We work with you alongside our partners at Credit Report Law Group to help fix all mistakes on your credit report at no cost with no hidden fees.
Bar/Bas Mitzvah Class
Do you have a child who just got a large amount of money from a simchah? We will give a free session teaching them the basics of long-term investing and what they can do with their new capital. We will dive into custodial brokerage/IRA accounts.
Debt Management
If you are already in a difficult spot with credit card debt, we help you create payoff plans and help stick to a new budget. We also connect you with partner organizations to restructure your credit card debt at low rates.
Get in touch with us today and envision the untapped possibilities for your family. Together, let’s impact the financial literacy of the Frum community and create a meaningful transformation. Join us in bringing about this change!
During our initial consultation, we will delve into your financial objectives, assess your current progress, and identify any areas in need of further development to advance towards your desired milestones as we trek through the roadmap.
