Nawar Alhariri

Nawar Alhariri works with physicians, families, and business owners who are navigating complex financial lives—and want a clearer, more coordinated path forward.

Her clients are often doing well, but carry the weight of important decisions: how to protect income, grow wealth, and create long-term flexibility without second-guessing every move. They’re not looking for more products—they’re looking for a strategy that brings everything together in a way that makes sense.

That’s where Nawar comes in.

She brings a disciplined, client-first approach focused on simplifying complexity, identifying gaps, and aligning financial decisions with long-term goals. Her work centers on helping clients see how all the pieces of their financial lives connect—so they can move forward with clarity and confidence.

A more integrated approach

Nawar recently joined Forsythe Findley Wealth Strategies to elevate how she serves her clients.

Through a planning framework called the Living Balance Sheet, she helps clients organize their entire financial picture in one place—bringing together protection strategies, investments, and long-term income planning into a single, evolving view.

This approach allows for more intentional decision-making, greater alignment, and the flexibility to adapt as life and goals change over time.

What this means for her clients

For the people she serves, this means:

• A more connected and coordinated financial strategy
• Clear visibility into how each decision impacts the bigger picture
• Strategies built around real life—not isolated decisions
• Continued guidance from someone who understands their goals

Nawar is known for her attention to detail, thoughtful guidance, and commitment to building long-term relationships grounded in trust and clarity.

Outside of her professional work, she values time with her family, enjoys travel and staying active, and is committed to continuous learning—bringing a balanced, well-rounded perspective to the clients she serves.

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