Understand the scope before you
engage us.
Your written agreement identifies what Shariawiz Advisory will provide. The following areas may form part of an agreed engagement; a standalone financial plan does not automatically include continuing investment management or future plan updates.
Areas that may form part of an agreed engagement
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Planning
Review financial goals, cash flow, retirement & family obligations, with a written deliverable covering the topics agreed. Review meetings & future updates are provided only as specified in the engagement.
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Investment management
Eligible accounts may be managed under a discretionary advisory agreement. This includes the account monitoring & investment activity specified in that agreement & the brochure. Investments involve risk & screening does not guarantee religious acceptance or returns.
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Estate & family coordination
Review financial matters such as beneficiary designations & planning priorities for discussion with your own legal & tax professionals. Shariawiz Advisory does not determine legal validity, draft personalized legal opinions or represent either party to a prenup.
Document tools
If your agreement includes Shariawiz.com tools, it specifies the offering & access terms. Existing wills, trusts & agreements should be reviewed by your attorney when appropriate. Tool access does not include legal representation or consultations with Abed Awad or Umer Khan.
What's not included
Additional costs & services.
Investment product expenses; custodian, transaction & wire fees; attorney services; tax preparation; notarization, witnesses, recording & filing costs; insurance premiums & lending costs may be separate. The brochure describes fees & potential conflicts.
Getting started
How to begin.
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Request an introductory conversation.
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Confirm state eligibility & the proposed service scope.
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Receive the brochure & sign the applicable agreement.
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Complete onboarding & receive the agreed services.