Cases
CASES
(ANONYMOUS)
CASES
(ANONYMOUS)
Aliyah
Is a NY artificial intelligence tech salesperson for a Fortune 50 company.
- Aligned investments with short and long term goals, values, and actual historical risk tolerance
- Investment Policy Statement - current situation, where we’re going, and what we’ll do when things get bumpy
- Graphically visualized income, expenses, and how much to automate towards various goals, emergency fund, and unexpected and expected expenses
- Determined best use of bonus
- Ended credit and debt cycle by paying off line of credit and credit card
- Evaluated risk and reward of an Islamic loan real estate deal
- Maximized Health Savings Account contributions (triple tax free savings for qualified health expenses)
what we do
We always strive for elaborate results and do our best for our clients
Mohammad
is weighing various agribusiness careers, education programs, and living options (rent or own home/land).
- Determined comfortable withdrawal to automate for student loans, investments, emergency fund, and goals
- Weighed whether to rent or own a home and land (vetting bank grant for 1st time homebuyers, deep comparison of properties / financing options)
- Determined transferability of college credits and what questions to ask colleges (grant terms, scholarships impact on aid, cost increases in past three years, etc.)
- Compared colleges / programs considering the cost, time commitment, living situation, career trajectory, interest
- Avoided summer classes’ lack of federal aid
- Assisting on a business trip to Colorado (landscaping, networking)
Malik
is a physical trainer and entrepreneur with various ventures.
- Finding, calling, and negotiating with product distributors
- Product feedback
- Marketing strategies (i.e. using his other businesses sites and packaging to cross advertise)
- Established Roth IRA and invested economically and prudently for relevant goals and timelines.
- Public benefit requirements
- Group training locations and costs
- Optimized pricing schedule based on revenue targets, competition, and business expenses and runway
- Helping with intellectual property (finding and triaging with patent lawyers, helping with paperwork)
Why Now?
BECAUSE LIKE PLANTING A TREE, THE BEST TIME WAS TEN YEARS AGO. THE SECOND BEST TIME IS NOW.
Click here for more detail on No B.S. Advising’s values and differentiators
Keep in mind both the process and services may change depending on your situation and goals.