Financial Planning Services — At No Cost, Ever.

Our comprehensive approach encompasses investment strategies, a unique “envelope” 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. We align your financial stability with your values by providing personalized, data-driven advice.

Our Impact In Numbers

Guiding Investments

$25,589,349

Saved Families Collectively in Investment Fees

$500,000+

Charged for Services

Guiding Families

100+

Forum Members

700+

Messages

51,555

Site Views

21,000+

Get Started

Step 1

Join Our Community

Join our Slack group here to connect with hundreds of frum families navigating the world of finance.
This is a closed frum-only finance-focused network. This is NOT social media.
For any new Slack users, check out How to use Slack.

Step 2

If you have WhatsApp, follow us to never miss an update!

Step 3

Financial Plan & Net Worth Tracker

Next, create an account through our free planning site and start building your long-term financial plan with us. Fill out as much information as possible and explore the platform.

Watch our video above to have us walk you through exactly how to fill out your profile!

For even more resources for getting familiar with RightCapital’s software, please review here

Step 4

Budgeting

Get started today with a budgeting account with YNAB.

If your budget exceeds your income, request free YNAB access through the “Free YNAB Request Form” in Slack.

Step 5

Read/Listen

Read/listen to The Simple Path To Wealth

Step 6

Listen

Start listening to The ChooseFI Podcast

Feel free to jump around to find episodes that interest you.

Step 7

Content

Check out some of our other recommended content and read some of our articles

Step 8

For Advanced Users: Roadmap

Find out which step of our Roadmap you are on, without skipping any steps. This is our comprehensive financial plan.

Step 9

Open planner with handwritten quotes and calendar layout, promoting positivity and organization.

Let’s Meet

Once you are ready with all of the above,
schedule a personal meeting with us

Step 10

Donate

Now that you are a millionaire, please consider donating.

Never Miss An Update

Click this button, click follow in the top right, then click the bell in the top right.