Yonah Goldberg

Background

About Yonah Goldberg

I've always valued and appreciated the importance of financial literacy and education. From a young age, I've easily identified savings and investment opportunities, and shared those insights with friends and family. I have interests in the areas of financial leadership, business coaching and revenue management, and have developed unique, insightful coaching and mentorship methods, to provide you with the optimal solutions and coaching for your financial situations. Coaching is a systemic method which uses vision, goals and objectives to create a work plan, while focusing on your strengths and abilities. On the contrary, when turning to an advisor, the premise is that the advisor holds the keys to your solutions. My method incorporates both of these ideas. I believe you are the key to creating change, and that I can provide you with valuable insight regarding the process and implementation. My method focuses on 3 main qualities: UNDERSTANDING. When I first meet a client, I learn about their goals, hardships and dreams, and comprehensively understand their current situation. DATA ANALYSIS. Once I've heard from the client, I conduct a deep-dive into all financial statements, bank and credit records, and generate a visual representation map of all incomes, expenses, savings and investments. ASPIRATION. Aspiration is a critical factor in financial coaching. That is why I aim to instill hope for a future with significantly less financial struggles, while motivating the clients to actively pursue their goals and dreams. The services I provide include- Clear, visual representation of your passive income, active earnings and spending, which will allow to you save, spend and invest wisely- Long-term financial plans that incorporate your personal/business goals, milestones and vision- Expert advice and support on financial management, investment banking, property management and more. Have any questions? I'd love to hear from you at: yonahgoldberg@gmail.com