Your family has unique goals and values that guide your decisions in money and in life. Our goal is to help take the burden of financial planning and wealth management off of your shoulders so that you can spend more time doing what you love with the people you care about most.

We work with families that range from those who are just getting started, to those who are gearing up for retirement and navigating multi-generational living or “sandwich generation” pain points. Our unique expertise in serving Muslim clients and their families allows us to understand better your goals, values, and challenges you may face. We help answer questions such as:

• When will I be able to retire?
• Will my family be okay if I pass away?
• How can I balance caring for my children with caring for my aging parents?
• What is the best way to implement Halal principles in my investing?
• How can I save for big life goals – like Hajj, education, travel, and retirement?

Your life is full, and your time is limited – we’re here to help. We partner with our clients to build financial plans that address every component of their financial lives, and work with them ongoing to help them continually move forward to a life they love.