Viresh Patel

Life, to him, is all about living it to the fullest. He firmly believes that alongside the essentials like oxygen and the presence of positive people in our lives, having absolute clarity and control over our finances is crucial. It's about ensuring that we have mastery over our money rather than letting money dictate our lives. This is where financial literacy plays a pivotal role, and this principle applies to you just as much as it does to anyone else.

At FINANCIAL NORTH, their mission revolves around working with busy professional families. They are dedicated to helping their clients make the most of their time, enabling them to focus on their health, professional growth, and personal development. Through their holistic and personalized approach, they provide the clarity needed to understand precisely what you need and when you need it. They help you identify the gaps and then, more importantly, guide you in taking the necessary actions to bridge those gaps, ensuring that you can enjoy life to the fullest today while preparing for tomorrow.

They take pride in being a FIXED FEE ONLY Holistic Financial Planning services company. As the founder and a Certified Financial Planner (CFP^CM) with over 15 years of experience in the Personal Financial Services Domain, he wholeheartedly embraces a CLIENT FIRST approach. They become trusted partners with their clients, dedicated to their financial freedom.

What sets them apart and why clients choose to work with them? It's because they offer an unbiased, fixed fee structure (not based on AUM or AUA), and they prioritize being client-centric and holistic in their approach. They aim to be approachable and accessible, ensuring their clients experience the benefits of clarity, control, decision-making power, setting priorities, and focus.

Their comprehensive services encompass a well-defined, globally recognized Financial Planning process. This process includes stages like Relationship Building and Client Understanding, Data Gathering, Data Evaluation, Personalized Strategy Formation, Plan Presentation, Action and Implementation, and Regular Tracking, Review, and Updates with Re-balancing when necessary. They are here to help you prepare for life's milestones, deal with unplanned emergencies, mitigate risks, secure your retirement, plan for holding patterns, and create succession strategies, all while optimizing your tax situation.

They do not have any financial product tie-ups, agency affiliations, or distributorships. This independence is one of the reasons clients not only choose to work with them year after year but also refer them to others. Their growth has been driven solely by client referrals, reflecting the trust and satisfaction that their clients have experienced.