Hey, 2020 is here!

Never again feel unclear about your financial goals.

Sign up and I will show you how to build a system to reach your dream lifestyle.

Hey, 2020 is here!

Never again feel unclear about your financial goals.

Sign up and I will show you how to build a system to reach your dream lifestyle.

Limited time to join

Limited time to join

HERE IS WHAT YOU GET

Net worth Calculator tool to build confidence
Free eBook to develop vision
Live AMA session to get clarity

    Who am I?

    • Entrepreneur 15+ years
    • Investor in Real estate, Crowd Investing, Stock portfolio
    • Location independent, Workation lifestyle, homeschooling my 4-year-old girl
    IMAG0192_preview

    Who Am I?

    IMAG0192_preview
    • Entrepreneur 15+ years
    • Investor in Real estate, Crowd Investing, Stock portfolio
    • Location independent, Workation lifestyle, homeschooling my 4-year-old girl

     

    01-min

    - Armed with the Two Budgets Shlomo and I Made Together, I Was Able to Keep Myself on Track -

    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.

     

    - Greg Curtin, Atlanta, Georgia

    - Armed with the Two Budgets Shlomo and I Made Together, I Was Able to Keep Myself on Track -

    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.
    - Greg Curtin, Atlanta, Georgia
    Josh-steimle1-min

    - Shlomo knows how to work with the most challenged of us to create strategies that work -

    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 knows how to work with the most challenged of us to create strategies that work -

    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

    Michal-Toothman-min

    - His approach identified several flaws in my own financial planning and provided a necessary course correction -

    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

    - His approach identified several flaws in my own financial planning and provided a necessary course correction -

    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

    -We went from complete chaos to actual confidence in our future finances -

    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

    - We went from complete chaos to actual confidence in our future finances -

    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

    23805717_10155673865814961_948220266_n-min

    - After working together with Shlomo I transformed into a more structured and data-driven financial man -

    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 Michelini, Shenzhen, China

    - After working together with Shlomo I transformed into a more structured and data-driven financial man -

    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 Michelini, Shenzhen, China

    - Shlomo helped me create systems which I can now manage on my own in order to bring order into my financial chaos -

    - Anton Olshvang, Shanghai, China

    - Shlomo helped me create systems which I can now manage on my own in order to bring order into my financial chaos -

    - Anton Olshvang, Shanghai, China