Jody Blum, M.S.W.

Jerusalem and environs

I can empower you to take control of your personal finances and to see real results in black and white on your bank statements. My comprehensive approach to saving money, living within your means and achieving your personal financial goals have helped hundreds of satisfied individuals and couples.

I offer one-on-one financial coaching and ongoing financial management. You'll learn "tachlis" skills – how to make and maintain a household budget, how to get out from under your overdraft, how not to waste money unnecessarily, and how to understand Israeli bureaucracy and the banking system.

I also offer special "services for seniors" to help with annoying bureaucratic hassles such as bituach leumi, banking, health insurance reimbursements, cell phone bills.

I can work with you short or long term to:

  • Organize your home or work office by getting out from under the clutter
  • Manage your household budget – bank reconciliation, credit card statements
  • Build a monthly budget and set it up on a financial software management system like Quicken
  • Create and maintain effective filing systems
  • Manage your V.A.T. payments and receipts
  • Get your health insurance reimbursements taken care of
  • Work
    • minusPLUS
  • Education
    • MSW, University of California, Berkeley
    • BA, UCLA - Major Psychology and Minor Business Administration