Blue & White Finance’s Post

Here's a story about somebody who succeeded despite all the odds. Uri reached out to me in December 2022. Uri had built up half a million shekels in the bank. Lazy money that was doing nothing for him. And Uri knew it. He'd known it for a long time. But he was terrified of investing. His money was in different currencies and he didn't know how to start thinking about risk. He was paralyzed. It took Uri a while to build up to it, but in September 2023 he decided to work with me. When it comes to investing, Aaron and I teach, guide, and coach. We don't manage money and we don't give specific investment advice. So Uri learned the fundamentals. Which account to open. How to build a simple strategy. How to choose low-cost, diversified, passive funds. How to comes to terms with risk and how to manage (=ignore) crashes. And how to build a financial plan around his assets. Uri began investing. A small amount at the time. Getting used to the mechanics. Adding bit by bit. He also opened a Keren Kaspit for his emergency fund and short-term goals. Since then Uri has been in touch with questions and clarifications. My job is to make sure he doesn't get stuck. Then this morning he asked for my address to send me something small. To say thank you for helping him conquer a fear. To say thank you for helping him set up a different future for his children. (Eliana Ellinson, the cookies and cream is gone, but you get your pick of the rest.)