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HI! I’m Shlomo


I’ll help you draw the path to financial freedom and responsible finances.

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Most entrepreneurs are too busy to even think managing their personal finances beyond the day to day, let alone planning for retirement. And yet it’s when entrepreneurs are young that they need to start saving and investing, and not just investing in their own startups.
Shlomo understands the entrepreneurial mindset and the special challenges entrepreneurs face when it comes to financial planning, and knows how to work with the most challenged of us to create strategies that work.   


– Josh Steimle, Utah, USA / Shenzhen, China


Shlomo got me on track – his no-nonsense assessment of my financial planning and systems was the wakeup call I needed. He truly cares about getting us on the fast track to a healthy financial plan and after our working together I transformed into a more structured and data driven financial man.


– Michael Michilini, Shenzhen, China


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Shlomo approaches financial planning from a refreshingly holistic viewpoint and is adept at asking the right questions to truly assess your financial health. Rather than merely dispensing financial advice, Shlomo becomes a valued mentor and provides highly relevant, concrete steps to help you achieve your financial goals.
His approach identified several flaws in my own financial planning and provided a necessary course correction to help me better align my actions with my goals. I highly encourage you to work with Shlomo and I am confident he will make a difference.


– Michael P. Toothman, Los Angeles, USA


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Most entrepreneurs are too busy to even think managing their personal finances beyond the day to day, let alone planning for retirement. And yet it’s when entrepreneurs are young that they need to start saving and investing, and not just investing in their own startups.
Shlomo understands the entrepreneurial mindset and the special challenges entrepreneurs face when it comes to financial planning, and knows how to work with the most challenged of us to create strategies that work.   

– Josh Steimle, Utah, USA / Shenzhen, China


Image

Shlomo got me on track – his no-nonsense assessment of my financial planning and systems was the wakeup call I needed. He truly cares about getting us on the fast track to a healthy financial plan and after our working together I transformed into a more structured and data driven financial man.


– Michael Michilini, Shenzhen, China


Image

Shlomo approaches financial planning from a refreshingly holistic viewpoint and is adept at asking the right questions to truly assess your financial health. Rather than merely dispensing financial advice, Shlomo becomes a valued mentor and provides highly relevant, concrete steps to help you achieve your financial goals.
His approach identified several flaws in my own financial planning and provided a necessary course correction to help me better align my actions with my goals. I highly encourage you to work with Shlomo and I am confident he will make a difference.


– Michael P. Toothman, Los Angeles, USA