Image 1 of 1
Zoom/Google Meet or phone call for up to 75 Minutes
A great way to do a year in review which is a basic or Bronze Planning Standard to ensure you do a basic review and optimization of your trajectory from a tax & personal finance standpoints
Some of the most important decisions in life are time sensitive and this is a great way to plan in the fall/early winter or start a new year (first quarter of the year)
Book a time directly on Liran’s calendar for your convenience
More comprehensive, and highly sophisticated tax and financial planning is available and is/can be a line extension of this service