The Thales process is a culmination of three efficient steps to maximize your investment potential in an ethically conscious and halal manner.
Initial Consultation: This our chance to get acquainted with each other to ensure your situation and needs match our expertise and services. One of our managing partners will review your portfolio, learn about your goals, and gather financial information. This will also be your opportunity to establish a clear financial vision on the counsel of our experts.
Financial Plan: Your advisor will curate a tailored plan based on your financial vision taking into account all elements from retirement investing to educational investments and beyond. Your advisor will ensure that you are educated about all elements of the financial plan including the different benefits of retirement
Account Maintenance: Your advisor will monitor your accounts and personally notify you of new opportunities, progress, and any other relevant information that you may request. If your financial goals or situation changes, your advisor will implement necessary changes into your portfolio and strategic retirement plan.