Smart Business SolutionsFinancial Planning

It's never too early to start planning for your future. By creating a financial plan, you can ensure that you have the resources you need to reach your goals. There are many factors to consider when planning for your finances, so it's important to work with a professional who can help you navigate the waters. At Freedom Path Financial, we specialize in helping our clients achieve their financial goals. Contact us today to learn more about how we can help you create a roadmap for success!
About us

And Results

When the financial Freedom Path was established, it did not pursue its peers ‘ route – a transaction-oriented business style focused solely on “sale” investments. Instead, we stress the importance of offering advice to specific customers, recognizing their needs and concerns, and designing personalized financial strategies.

Today, financial advisors from The Freedom Path Financial continue to follow this approach, encouraging our clients to concentrate on long-term investing and diversified portfolio growth. Our mission was – and still is – to help people prepare for their lives.

Remaining mindful of our clients ‘ shifting needs, we keep a watchful eye on the dynamic financial environment of today. We offer a broad range of investment options to help meet the changing needs of our clients. Furthermore, Freedom Path Financial is a pioneer in offering fee-based alternatives to conventional commissions.

Yet for all its creativity, the founding principle of Freedom Path Financial remains unchanged. Therefore, we are committed to offering full financial planning services and personalized, professional assistance to clients. To put it simply, we believe that our focus is people and their financial well-being … and that we are committed to the success of our clients.

Financial Planning Tips

Be SMART in planning your financial Goals

Success is most likely if our goals are

Specific: What do I want to achieve? What is required of me and what are my constraints?

Measurable: How much money is needed? How will I know if I am Succeeding?

Attainable: How can I do this? Is this consistent with my other financial goals?

Realistic: Am I Willing and able to do this?

Timely: What is my target date? What short-term goals must be achieved along the way to achieve my long-term goals?

Financial Planning is a Process

Despite conversations about compensation and business model preferences, financial planning can be defined conceptually as a process that accomplishes both of the following

  • Ascertaining the client’s financial goals and objectives
  • Developing a plan for achieving the client’s goals and objectives.

Financial planning can be personal, for a family or corporation. The two guiding principles of ascertaining goals and developing a strategy to tackle those goals remain constant. Along the road to helping a client meet goals, a financial planner might engage in a variety of skills and tasks. Those skills and tasks are topics that fall under the umbrella of planning. While they vary from client-to-client financial planning topics are generally considered.

  • General principles of Financial Planning- such as making a balance sheet, cash flow statement, or preparing time value of money equations.
  • Retirement Planning- including accumulation or decumulation planning.
  • Estate Planning- Covers building estate plan strategy and helping a client work through their future wishes.
  • Tax Planning- Planning for efficient, compliant, and wise tax decisions.
  • Investment Planning- Including assets allocation, risk tolerance and measurement, stock, bonds, mutual funds, and annuity discussions.
  • Risk Management- A broad topic that spans insurance, from life to commercial property and everything in between.
  • Education Planning- Higher education costs continue to soar, and strategies for helping families finance college have become increasingly complicated.
  • Practice Professionally- Ethical and responsible financial planning requires understanding and adhering to ethical codes of conduct.

Whether a single financial problem is being addressed or a comprehensive financial plan is being developed, the financial planning process has eight distinct steps. This process for helping clients achieve their financial goals can be applied to the full range of client goals on a comprehensive basis. This process can also be applied on a narrower basis to only a subset of those goals or even to only a single financial goal of a client. The eight planning domains are outlined as follows.

  1. Establishing and Defining the Client-Planner Relationship
  2. Gathering Information Necessary to Fulfill the Engagement
  3. Analyzing and Evaluating the Client’s Current Financial Status
  4. Developing the Recommendation(s)
  5. Communicating the Recommendations(s)
  6. Implementing the Recommendations(s)
  7. Monitoring the Recommendations(s)
  8. Practicing within Professional and Regulatory Standards

Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act.

we specialize in helping you ensure that you protect those closest to you in the event of your death or incapacity, leave a legacy for your community, and make sure that your assets are transferred to your loved ones in accordance with the Islamic Inheritance Law of the Quran and the Sunnah. Our Islamic estate planning professionals can specifically assist you in answering the following questions:

  1. Who has the authority to make crucial medical and financial decisions for me if I travel away from my family and become sick or injured?
  2. If something happens to me and my spouse, who gets custody of my children?
  3. How can I make sure that I’m given a proper Islamic Janazah and burial when I pass away?
  4. After I die, what happens to all my assets? How do I ensure compliance with Islamic Inheritance Rules and provide for my family after death?
  5. The names of an executor or more for your will.
  6. The provisions for your Islamic funeral and burial specify things such as no cremation or casket, burial at a Muslim cemetery, and a prayer of Janaza at a mosque as soon as possible after your death.
  7. The guardianship of your children depends on which eligible members of your family are alive at the time of death.
  8. A provision that all your obligations, including the funeral expenses, will be paid out first.
  9. How your estate will be divided according to Islamic law, including the real estate.
  10. The legal status of your company or partnership after you pass away; and
  11. Your wishes to donate a part of your estate to an Islamic charity (as per Islamic law no more than one-third)

Everyone must have a plan for the estate, Specifically, Muslims living in the United States and they need one today. Procrastination too often leads to families struggling more than they need after a loved one has died.

If you have no estate plan, your property will be disposed of by the legal system after you pass.

Without the correct estate plan in place, your family can face a lengthy and costly court process as well as tax consequences. Therefore, your properties are highly unlikely to be treated according to your wishes.

Avoiding the default process by putting in place a custom estate plan. By setting up a personalized estate plan. Whatever the size of your estate or the complexity of your situation, you want an experienced expert in Estate Planning to be at your side. Walkthrough all the tough and relevant decisions and enable you to meet your family and legacy goals.

We need to understand your personal, family, and financial situation so that our attorneys can draft your custom will or estate plan. When you schedule your free consultation, you will receive our estate planning questionnaire. You will need to complete this questionnaire to the best of your ability and bring it with you to the consultation. This will allow us to give you more custom-made advice about what type of estate plan is best for you.

We will draft your will or estate plan. Throughout this phase, we will stay in close contact with you. Once we complete your estate plan in conjunction with our resident Islamic scholar, all you need to do is execute your custom will or estate plan.


Implementation is the first and most crucial step and it calls for a tremendous amount of work. the key skill sets in implementation are persistence and precision.

Deliver Results

The delivery of results is a critical point that sets the stage for follow-through, which will ensure that the goals and objectives of the affluent-physician client are in focus and being met.


Follow-through is crucial because failing to do so will likely result in the affluent physician not being able to continually preserve his or her wealth continually.

Investment Plan

Appropriately empower dynamic leadership skills after business portals.
More Than Just Business

Big Clients
Great Reviews

Phosfluorescently engage worldwide methodologies with web-enabled technology. Interactively coordinate proactive e-commerce via process-centric outside the box thinking.

Before I found Freedom Path Financial, insurance was always something that felt incredibly complicated and daunting. I had the basics covered, but I knew that my portfolio was lacking in the more advanced aspects of insurance planning. That’s where Freedom Path Financial and their team stepped in, and I couldn’t be more grateful for their expertise.
Joanna Prestley

My advisor, Yasir, took the time to walk me through advanced insurance options that are often overlooked but can be life-changing in certain scenarios. We discussed everything from key-person insurance for my business to umbrella policies that provide an extra layer of liability protection. He even introduced me to some innovative financial products like indexed universal life insurance, which not only offers life insurance but also has a cash value component tied to market indexes.
Bradley Smith
Miller Automation

Their customer service was outstanding. Responses were quick, and they were always available for any follow-up questions. They have a user-friendly digital portal that makes it easy for me to upload documents and review policy details. Their ongoing monitoring and annual review service ensure that my insurance needs continue to be met, even as my life circumstances change.
Priscilla Jackson
WA Solutions

What impressed me the most was how Freedom Path Financial tailored its recommendations to my specific financial situation and life circumstances. It wasn’t just about selling me a product; it was about providing me with the best options to secure my financial future comprehensively. The detailed analysis they performed helped me see gaps in my current coverage that I was unaware of.
Collin Leblanc
McIntire Industries

Proactively envisioned multimedia based expertise and cross-media growth strategies. Seamlessly visualize quality intellectual capital without superior collaboration and idea-sharing. Holistically pontificate installed base portals.
Lilah Chang
Hotel Berg

The peace of mind I now have, knowing that I’m adequately covered in all aspects, is priceless. Yasir and the entire team at Freedom Path Financial have earned my highest recommendation. If you’re looking for advanced insurance planning that’s not only thorough but also personalized, you’d be doing yourself a favor by reaching out to them.
Justin Emerson
Applauz Startup
Our Office Locations
From our strategic hubs in Maryland and Virginia, we fan out our exceptional services across the dynamic landscapes of New York, Texas, and West Virginia. Whether you're nestled in the Mid-Atlantic or beyond, our commitment to excellence reaches you.
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Freedom Path Financial
Our Office Locations
From our strategic hubs in Maryland and Virginia, we fan out our exceptional services across the dynamic landscapes of New York, Texas, and West Virginia. Whether you're nestled in the Mid-Atlantic or beyond, our commitment to excellence reaches you.
Our locations
Where to find us?
Get in touch Social links
Taking seamless key performance indicators offline to maximise the long tail.