Aliya Project Management
Planning and Hands-on logistics support
Making Aliya isn't just a move — it's a complete life transition. Between paperwork, housing, schools, healthcare, banking, and budgets, it's easy to feel lost. Many expect Nefesh B'Nefesh or an absorption center to handle the details, only to discover that much of the process falls on their shoulders.
That's where Aliya Financial steps in.
We provide comprehensive planning considerations for your Aliya transition — where you see yourself living, what lifestyle you hope to maintain, and how your finances can support it. Our services include:
Personalized Timelines
Providing sample timelines and organizational checklists
Document Organization
Organizing documents and deadlines
Research & Guidance
Researching neighborhoods and schools
Financial Planning
Comprehensive budgeting, banking, and housing analysis
Keeping You On Track
We provide ongoing support and reminders throughout your Aliya process to help keep you on track.
Our firm provides guidance intended to help align your decisions with long-term financial goals — investments, taxes, insurance, pensions, and retirement planning.
Your Aliya Timeline
Sample Aliya project timeline showing key milestones and tasks
Putting the Puzzle Together
Together, we discuss how to put the puzzle together — so your move to Israel can be organized and well-planned.
Three ways to work with us
From Blueprint to Full Concierge
Every engagement is built on the same planning architecture — the tiers differ in how much of the execution we carry for you.
Aliyah Blueprint
One-time engagement · flat fee
The complete written plan — you execute at your own pace.
- Full financial plan with the Two-Country Scenario modeled
- Cross-border tax mapping and account-restructuring roadmap
- Phased 18-month timeline tailored to your move window
- Vetted referral list — U.S. and Israel-side professionals
Best for self-directed families who want the architecture done right, then to drive it themselves.
Start with a BlueprintGuided Aliyah
Blueprint + ongoing advisory through the transition
The plan, plus a co-pilot from decision to landing.
- Everything in the Blueprint
- Scheduled coordination calls, increasing as the move nears
- Plan updates as circumstances and rules change
- Warm introductions into our Israel-side professional network
Best for families who want the plan executed with an experienced hand checking every step.
Explore Guided AliyahFull Concierge
Hands-on project management · limited availability
We manage the moving parts — you manage the goodbyes.
- Everything in Guided Aliyah
- Active management of vendors, documents, and logistics
- In-country coordination on the Israel side
- Deliberately capped at a small number of families at a time
Best for families who want a single accountable coordinator across the entire transition.
Ask about availabilityFees are engagement-specific and disclosed before any work begins; advisory services and fees are described in our Form ADV and advisory agreement. Project-management and coordination services are distinct from investment advisory services and are covered by a separate fee arrangement. Aliya Financial LLC is a registered investment adviser.