How Halafi Works

Step 1 – Quick intake form

You fill out a short form so I can understand your income, goals, and the causes you care about.

Step 2 – 1:1 conversation

We talk through your giving, what matters most to you, and where tools like Daffy or donor-advised funds fit in.

Step 3 – Your giving plan

I help you set up or optimize your giving accounts and create a simple plan you can actually stick to.

“Halafi is an educational coaching service, not an investment advisor. See full disclaimer on the About page.”

What you walk away with

  • A clear picture of where your money and your charitable giving stand today

  • A sharia-conscious map of your accounts (what looks fine, what might need to change, and what tools could help)

  • A simple 6–12 month plan with concrete next steps you can actually follow

  • Notes you can share with your spouse, family, or a licensed advisor so everyone’s on the same page

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