Services & Pricing
Your Financial Life, Simplified
From life planning to investments, Noor Financial Services helps you organize, grow, and protect your wealth with clarity, confidence, and care.
Comprehensive Services Tailored to You
At Noor, every service is a ‘seed’ in your financial plan—together, they grow into lasting security and peace of mind.
Planning Foundations
Getting the day-to-day right-
Life Planning
Shape the vision you have for your life and align your financial choices with your goals and values.
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Cashflow & Debt Management
Understand where your money goes and develop smart strategies to balance debt and savings.
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Career
Evaluate compensation, benefits, and opportunities to ensure your career supports your broader life goals.
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Employee Benefits
Get the most out of your workplace benefits—401(k), HSA, insurance, and more.
Growing Your Wealth
Building toward what’s next-
Retirement
Build a roadmap toward financial independence and enjoy peace of mind for the years ahead.
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Investments
Grow your wealth through a diversified, low-cost portfolio tailored to your comfort and goals.
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Education & Student Loans
Plan for upcoming education costs or manage existing student debt efficiently.
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Tax Strategies
Proactively structure your income, savings, and investments to minimize taxes and maximize opportunity.
Protecting What You Build
Security for you and the people after you-
Insurance
Safeguard your income and family with the right coverage for every stage of life.
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Estate Strategies
Protect your legacy and make transitions easier for loved ones through thoughtful estate planning.
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Business Owner Planning
Integrate your business and personal finances with a plan that optimizes cash flow, taxes, and retirement so your business supports your long-term goals.
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Notary Services
Convenient, in-house notary services for key financial documents.
Transparent, Flat-Fee Planning Options
Get the support you need—without commissions, hidden fees, or complicated percentages. Each service is clearly priced so you always know what you’re paying for and what you’ll receive.
Ongoing Planning & Support
Continuous guidance, accountability, and adjustments as life evolves.
Singles
$300/mo
First 3 months due upfront
Couples
$400/mo
First 3 months due upfront
One-Time Comprehensive Plan
A personalized plan covering savings, investments, debt, insurance, and more.
Singles
$2,500
$1,000 due upfront
Couples
$3,500
$1,000 due upfront
Project-Based Services
Focused, one-off engagements when you need help with a specific question rather than a full plan.
Budget Review
$750
$300 due upfront
Review income, expenses, and savings strategy with clear steps to align your budget with your goals.
Investment Review
$750
$300 due upfront
Analyze your portfolio’s allocation, risk, and fees to ensure alignment with your goals.
Budget & Investment Review
$1,200
$300 due upfront
We’ll review your cash flow and portfolio to align spending, saving, and investing with your goals.
No commissions. No asset-based fees. No minimums. Every engagement starts with a free 45-minute introduction, so you can decide whether Noor is the right fit before you pay anything.
Schedule MeetingHow Noor’s Fees Compare
Unlike traditional financial institutions, Noor operates on a flat-fee, fiduciary model designed to keep your goals—not sales targets—at the center of every recommendation.
| Feature | Noor Financial Services | Traditional Firm |
|---|---|---|
| Compensation Type | Flat, transparent fees | Commission or percentage of assets |
| Conflicts of Interest | None — fiduciary standard | Often product-driven |
| Account Minimums | None | Typically required |
| Investment Philosophy | Low-cost, index-based ETFs | Proprietary or high-fee funds |
| Client Relationship | Direct, ongoing support | Rotating advisor or call center |
| Accessibility | Virtual and nationwide | Limited to local offices |
| Focus | Life-centered, holistic planning | Primarily investment-focused |
Our Approach
Our Investment Philosophy
Simple. Transparent. Purposeful.
At Noor Financial Services, we believe good investing isn’t about chasing trends—it’s about clarity, consistency, and alignment with your goals.
We build straightforward, low-cost portfolios using index-based ETFs designed to grow steadily over time. No noise. No surprises. Just long-term confidence.
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