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
Saved Families Collectively in Investment Fees
Charged for Services
Guiding Families
Forum Members
Messages
Site Views
Getting Started
Slack
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.
If you have WhatsApp, follow us to never miss an update!
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 you can and explore the platform
For resources for getting familiar with RightCapital’s software, please review here
Watch our Offical RightCapital Onboarding Video!
Budget
If budgeting is one of the items you think will require extra attention, please set up an account with YNAB.
If your spending/budget exceeds your income, you can sign up for free access to YNAB by searching for the “Free YNAB Request Form” in our Slack workspace.
To get started check out either the Blog Guide or these videos: (1) Official YNAB Getting Started, (2) Nick True Getting Started, (3) Multi Account Guide, (4) Credit Card Guide
Read
Read/listen to The Simple Path To Wealth
Listen
Start listening to The ChooseFI Podcast
Content
Check out some of our other recommended content and read some of our articles
For Advanced Users: Roadmap
Find out which step of our Roadmap you are on, without skipping any steps. This is our comprehensive financial plan.
Let’s Meet
Once you are ready with all of the above, scroll down and submit a request to us or schedule a personal meeting with us
Donate
If you like what we are doing, please consider donating.
Never Miss An Update
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