If you’ve followed our column, you know that it’s not about the budget. We take a completely unique approach to looking at money
I have a Masters in Tax and work as a CPA at a Big Four accounting firm, specializing in tax consulting for high-net worth individuals.
But my passion is helping individuals and couples in the Jewish community with their finances. I have been known to love a good Excel spreadsheet (don’t judge!) — and I love helping families get smart about their money by getting to know their numbers and make a plan, whether getting out of debt or saving for the future.
I believe that financial peace is attainable by everyone, but if we don’t approach money in a healthy way, it can lead to negative relationship issues, which is very stressful. I realized that many people struggle to follow through with their plans because the psychology and mindset pieces were missing. So while I do love teaching people the skill set of money, I know how important it is to use a holistic approach to financial empowerment, so that the financial plan we put into place will last long term.
That’s why I teamed up with Tsippi.
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