Fiduciary Financial Planning Services in the Lehigh Valley
Financial Services
As a fiduciary CFP®, every service we offer is built around your goals — not products, not commissions. We provide comprehensive, independent financial planning for pre-retirees and retirees throughout the Lehigh Valley and nationwide via Zoom.
What We Do
Financial Services
We manage your current assets and make them work for a successful future.
We Can Help
Build the Right Plan
Our financial planning process includes a comprehensive evaluation of your current and future financial state, using known variables to project future cash flows, asset values, and withdrawal strategies. We design a custom plan for the allocation and management of capital through budgeting and risk/reward metrics.
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The Wealthcare Experience
We live in an experience economy. Isn't it about time your financial advisor and wealth management company do the same?
“Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client's individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together.”
Your Questions, Answered
Frequently Asked Questions
Our “Goals Exchange” matrix allows clients to map their priorities. Perhaps they can leave a larger estate or retire earlier. This maps goal priorities relative to each other and relative to the risk required to have confidence in exceeding them.