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.

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 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.

Shlomo’s Free Financial Self program was way more helpful than I ever imagined. As a recently married entrepreneur living overseas, his questions and spreadsheets changed our outlook on money completely. We went from complete chaos to actual confidence in our future finances.

– Daniel Khonold, Tianjin, China

Even with a degree in finance and relatively frugal spending habits, my financial life was nowhere near ideal as an expat. I had turned 30 a few years back and the pressure of getting serious about my financial future was becoming a heavier burden. Shlomo helped me get clarity. I considered moving to a new place and needed to know the exact expenses for each of these choices. Shlomo helped me make a decision and keep my priorities straight. He also helped me untangle my ambition and sort out my needs vs. my desires. Not only was the original planning phase enormously helpful but the follow-up calls helped me bounce back as my situation changed over the months. My personality always seems to take me down new paths but armed with the two budgets Shlomo and I made together, I was able to keep myself on track and manage my expectations for my disposable income, investments, and my fund to support my continuing travels.