Coming soon: a free 60-minute course on financial budgeting and investing. If you are interested in signing up for this course,
please schedule an intake call so we can share more details and register you. Limited spots available! ›
A project of the Orthodox Union

Start your new life with a
clear financial plan

Engaged? Newly married?

Enjoy a free financial coaching package with Living Smarter Jewish! Get on the same page as your spouse from the beginning – and set yourselves up for financial security.
Get Started ›
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Now that you’re TWO, there’s a lot that’s NEW

  • iconShould we be combining our bank accounts?
  • iconHow do we deal with healthcare?
  • iconHow do we save on parental support?
  • iconHow do taxes change when I get married?
  • iconDo we need life insurance? Which plan?
  • iconWhat's the most tax efficient way to save?
  • iconWhat should we do with the wedding money we get as gifts?

Living Smarter Jewish is here to help you navigate all this – and more.

Budgeting

  • Cash-flow management
  • Managing expenses
  • Banking basics

Saving & Investing

  • Creating a savings plan
  • Investing options

Other topics

  • Plans for buying a home
  • Retirement
  • Insurance
* These are the general categories. However, you are not limited to these topics. This is your time to discuss what’s important to you and your spouse

How does it work?

1
vecto
FILL OUT
your contact information and goals for the coaching
2
vecto
GET A CALL BACK
from a coordinator who will pair you with a best-fit expert
3
vecto
MEET YOUR COACH
and arrange a follow-up schedule together. Start your journey to success
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A few hours today can save years of stress ahead

It might feel hard to think ahead. And that's normal. But by equipping yourself with critical financial skills, you're paving the way for a calmer, more bountiful life – together.
Get started ›