Frequently Asked Questions

"Nasira" means "help".  When the founder was searching for a meaningful name, her wise little daughter suggested - "Mom, since your job is helping people and the meaning of your name is help, call it Nasira Financial." 

Financial plans allow you to help navigate your financial life journey.  It will show you the road map of where you were in the past, where you are at present, and where your future is heading.  It for sure is not a crystal ball; however, it DOES give you projections.  Importantly, it gives you a chance to pause, plan and prepare for a better future.  

For example:

If you are stuck deciding whether to fund your retirement and/or put money into your children's education. 

If you are worried and feel guilty about spending money on your discretionary expenses such as travel etc...

If you are charitably inclined and need to know how much you can afford to give to the causes you believe in... 

Financial Life Plan does give you a solution to either NOT hoard or spend like there is no tomorrow.  It will prepare you responsibly for your big/unexpected life changes.

It should start by being curious and asking yourself your LIFE VALUES, your GOALS, and your OBJECTIVES, and from there, we will look into a 360-degree holistic view and build a financial life plan which will cover all of important financial engine areas such as cash flow, investments, tax planning, risk management, retirement planning, estate planning etc.

You should meet with us to review your plans every three years, or before any major life transition.

Not everyone is ready to go through a comprehensive financial life plan.   There are times when you need help in one or a few areas of a financial plan, such as cash flow needs OR crafting an investment portfolio OR understanding your work benefits, etc.  Here is where a modular financial plan strategy will be ideal, where you will get coaching and direction with a modular plan to empower you.