Create a Pathway to Success
As a business owner, your time is well spent in growing your business and taking care of your customers.
Our experience has shown that most business owners are so busy taking care of their day-to day business activities, that they don’t have the time to look at the bigger picture of coordinating retirement, business succession and legacy planning.
The result can be that they don't get to retire on their own terms and may have to work longer than they want to.
That’s where we come in....
Individuals & Families
As you go through various stages of your life, you accumulate wealth, maybe even some debt along the way, you have to pay for your children's college and mortgage and still retire some day.
The question is.....
Does your family have a financial plan to navigate them through all the ups and downs of life? OR Are you like many families that have a cluster of financial and insurance products bought over time that may or may not work for you anymore?
From starting a career, to starting a family and eventually enjoying the golden years......we can help you be prepared for all that matters to you.
Virid Financial was founded by Zaina Bankwalla to provide financial advise that is clear, straight forward and easy to understand. Her goal is to help her clients crystallize their financial goals and create a pathway to success.
We believe in straight talk and an education-first approach to help our clients get clarity on their goals and get a sense of confidence.
Our clients are business owners that someday want to retire on their own terms & families that want to pay for their children's college without going broke and still be able to successfully retire someday.