Image 1 of 1
A Monthly 30-minute Zoom/Google Meet call or alternate channels such as e-mail/texting
You have a platform to engage with Sakura Partners and ask questions that would usually be reserved for a full, more extensive advisory session
In case you have not touched base for one month and the next month you want to do a 60-minute call, no problem
Engaging your goals once a month sets you on a Gold Planning Standard by taking a dynamic approach to educating yourself and engaging your tax and financial goals frequently. This approach is aimed at taking a vibrant path to planning and considers the ongoing changes and life events throughout the year
Current updates on any new pertinent tax laws or financial news that may be relevant to you
Book a time directly on Liran’s calendar for your convenivence