Fee-only, fiduciary financial planning.
Fee-only, fiduciary financial planning.
Building wealth is hard enough. Doing it in a country whose financial system, tax rules, and customs are new to you — while your family, your goals, and sometimes your money still span two places — is harder.
I understand that world firsthand, and it's the work I'm here to do.
But wherever you're starting from, the job is the same: understand your whole picture, and give you advice that's genuinely on your side.
Whether you want a clear plan to follow or someone to manage the whole picture with you, our fee is flat and agreed up front. Never a percentage that grows with your assets, never a commission.
A comprehensive, written plan covering the parts of your financial life that matter most: cash flow, investments, risk management, tax planning, retirement, education funding, estate planning, and building net worth. You take it from there and put it into practice on your own.
The same comprehensive plan, kept current as your life changes, with regular meetings and someone in your corner in between. Investment management is included at no additional advisory fee if you want it: we manage your portfolio on a discretionary basis, your assets stay in your name at an independent custodian, and we never hold them ourselves. If we bring in a third-party manager to help implement your portfolio, that manager charges its own fee, paid by you in addition to ours.
A free introductory call to see if we're the right fit. No cost, no obligation.
We map your situation, agree on a flat fee, and send our disclosures for you to review.
You sign, we set up secure payment and gather a few documents, and the work begins.
We're a fee-only fiduciary. You pay us a flat fee you agree to in advance, and we earn nothing from commissions, product sales, or referrals.
As a registered investment adviser, we're held to a fiduciary standard, which requires us to put your interests first. It's a simple idea that changes whose side your advice is on.
Good planning shouldn't come with a mystery price tag. Use our planning fee estimator to see an honest range for the work you have in mind, before you ever pick up the phone.
I'm Sobhi Baghdadi, a CFP® professional who's built a life and career across borders. I started Haland Wealth Management to give people like you the clear, client-first guidance I wish more people had access to.
A first conversation is free, with no obligation. If it's a fit, we'll show you exactly what working together looks like, and what it costs.
Haland Wealth Management is a DBA of Seventwotwentythree LLC - Haland Wealth Management LLC, an investment adviser registered in the State of Illinois. Registration does not imply a certain level of skill or training. As a registered investment adviser, the firm is a fiduciary and acts in its clients' best interests.
This website is for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, nor an offer, solicitation, or recommendation to buy or sell any security or to engage our advisory services. Advice is provided only to clients under a signed agreement. Investing involves risk, including the possible loss of principal; past performance does not guarantee future results. Nothing on this website is an offer to provide advisory services in any jurisdiction in which the firm is not registered or exempt.
"Paths to happiness" is not intended to give assurance as to achieving happiness.
Additional information about the firm is available at adviserinfo.sec.gov using CRD #336453. Our Form ADV Part 2A and Privacy Policy are available on request.
Sobhi Baghdadi is a CFP® professional; the CFP Board certification marks are held by the individual certificant, not the firm. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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