![\"Why](\"https:\/\/intelliserver.net\/wordpress\/wp-content\/uploads\/2023\/03\/Why-I-became-a-financial-advisor.jpg\")
Within my first few months as a financial planner, the economy went through the Great Financial Crisis. Those same Wall Street firms my classmates were vying for were collapsing, and instead, principles of Islamic finance and ethical investing were standing strong. Terms like “short selling” and “Ponzi scheme” were entering the lexicon of many investors for the first time as they tried to make sense of what was happening. The news carried stories of people\u2019s life savings in ashes. Yet much like a fire escape route, my role as a financial planner is to prepare a solid financial plan to help clients weather unpredictable yet inevitable storms they will face in their financial lives. I\u2019m proud of the work we accomplished at that time and since–bringing forward innovative solutions like Waqf, halal fixed income, and planned charitable giving that tackle complex problems while honoring Islamic principles. <\/p>\n\n\n\n
Today, I get the greatest satisfaction when I see my clients able to benefit themselves, their families, and their communities without having to sacrifice their values. My clients become like family and as they grow older, we work to adapt their plans, meet their changing needs, and help them foresee obstacles they may encounter in the future. We must advise them in the most trying of times, and they trust us to help make financial decisions that may be counter to their intrinsic emotional response. We are tasked with not letting clients get lost in the smoke and distracted by fires around them. We build a plan, evaluate it, and–when needed–adapt. <\/p>\n","protected":false},"excerpt":{"rendered":"
by Fatima Iqbal, CFP\u00ae I\u2019ve always been a planner. My earliest memory of creating a plan was coming home from school in the 2nd grade after a fire escape drill. My family had moved into a new house and I sketched out an escape plan on a sheet of paper, carefully assessing possible emergency scenarios and drawing […]<\/p>\n","protected":false},"author":1,"featured_media":19547,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[9,733],"tags":[545],"class_list":["post-19542","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-financial-planning","tag-financial-advisor"],"yoast_head":"\n