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Holistic Financial Planning
for Every Stage of Life

Financial Planning Course
for Families +40

A practical financial planning program for families who want to make smarter decisions with what they've built
Optimizing savings, investments, pensions, real estate and long-term financial goals.

Financial Planning for Young Adults
Build your financial life right from the start.

A comprehensive digital course that teaches young adults how to build a strong financial foundation. From managing money and saving to investing.

Financial Skills for Teens
15 - 19

Everything You Need to Know About Money
From the Basics to Investing

Some gifts are just another line on a spreadsheet. Others can stay with them for life.

Everything you need to talk about when it comes to money to start your life together on the right financial footing.
A short, practical course on managing money from everyday finances to planning your future together.

IDF Personel
Available to eligible participants only

Provided to eligible participants through a collaboration between the Israel Defense Forces (IDF) and Harel Koldan, and designed specifically for career-service families.

Between the Chapters

A short, focused digital course covering everything you need to consider before entering this complex process, featuring interviews with experts in mediation, real estate, parenting, finance, and more.

Personal Financial Planning – One-on-One with Harel

Personal Financial Architecture, From the Big Picture to a Clear Action Plan.
An in-depth, one-on-one process to build a complete financial strategy tailored precisely to your life, goals, and priorities.

Specific Financial Questions – A One-Time Consultation

A focused consultation to explore your options,
gain clarity, and choose the right financial path for you.

Local Councils, Municipalities & High School Administrators
Financial Education for High Schools

The course that 94% of students said they would choose again as a required subject at school.
For institutional licensing, please contact us.

Talks and Lectures

Lectures for Employees, Corporate Workshops & Financial Panel Discussions

Ongoing Family Wealth Management

Personal Wealth Management services, working with boutique investment firms, hedge funds and alternative investments, tailored to your individual financial plan.

Schedule a Personal Meeting with Harel

Please read the **Consulting Agreement** (via the first button) before scheduling your meeting.

Consulting Agreement
scheduling your meeting

Not sure which course or program is right for you?

Answer a few questions and find out instantly

Take the Quick Match Quiz (No worries — no personal details required)
Financial planning is not pension advice — and it’s not about selling financial products.
 It’s about knowing how to manage your family’s entire financial picture, just like you would manage a business, if you are the CEO

Strategy, numbers, goals, and informed decision-making
That’s exactly what this program was designed for — whether as a digital course or combined with one-on-one sessions. A first-of-its-kind digital course based on the same personal financial planning process I use with families at every stage of their financial lives — now available on your own time, in a clear and structured format, complete with practical tools, spreadsheets, and the financial knowledge you need.

How to Choose the Right Investments

Feel Confident Managing Your Money

Personalized Financial Pathways

Personal Guidance & Full Support

קישורים לראיונות

What Our Clients Say

Thank you for the incredible value you’ve given us!
You have a unique ability to explain very complex things in a simple way, and most importantly, bring clarity to the whole picture.
We’re so glad we trusted you and decided to take the course.
Eden
Dear Harel, the course, the incredible spreadsheet, and now the personal guidance... they’re amazing
Thank you so much for your sensitivity and for making everything so approachable.
Michal
After completing the full course, I referred my parents to Harel to go through his comprehensive financial planning process at his office.
Harel has a way of making everything clear and precise. We work through the spreadsheet together, and most importantly, the whole process is dynamic and adapts as you go. It’s truly a game changer for life, and perhaps the best investment I’ve ever made in my family.
Jonathan
After going through the full process with Harel at his office a unique experience that transformed the way we think about money and investing we bought the course for our eldest daughter and her new husband.
I believe these courses will shape their future far more than any one-time sum of money we could give them today.
Iris
Explains everything clearly and in an easy-to-understand way, with engaging explanations and incredibly comprehensive content.
Life would have been so much easier if I’d learned all this a few years earlier.
Stav
I took the course based on recommendations from friends who had gone through the process with Harel and were very happy with the experience.
An engaging, easy-to-understand course, even for those with no prior interest in finance. It provides excellent practical tools for managing your finances in everyday life.
Since going through the process, we’re saving more, enjoying life more, and we’ve even bought our first home.
Assaf

Clients I’m Proud to Work With Come From

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