Fee-Only Financial Advice

A Conversation with Trishul Patel, CFP®, MBA

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner serving clients locally in West Palm Beach, Florida, and across the country. Investing Forever Advisory provides ongoing financial planning and investment management solutions designed to help high-performance professionals obtain financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul Patel, CFP®, MBA is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

Financial Freedom, One Step at a Time.

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How Can I Help You?

Be Your Own Boss

We advise high-performance professionals in search of financial freedom sooner rather than later.

Clear Mission

Take control of your financial future without the need for an expensive middleman. We are virtual, and location independent.

Peace of Mind

Your best interests come first. We are fee-only. We are fiduciaries. And we will never accept commissions.

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Our Services

0.90%

Ongoing Financial Planning
Ongoing Investment Management
Both services, one price
Year-Round Access
Required Fee: 0.90% AUM ($2250/qtr min)*

5000

Comprehensive Financial Plan
One-Time Fee (add-on service)
Pressing Financial Issues
For Existing Ongoing Clients
Optional Fee: Starting at $5000*

[ Estate Planning | Insurance | Tax Planning | College Savings | And More…]

Simple Strategies. Sound Science.

* Note: Fees contingent upon complexity and assets involved in your specific situation.

Take the First Step Today

I think, live, and breathe finance, but that doesn’t mean that you have to. Let’s see what we can come up with together, one plan at a time, and one step at a time.

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.

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Check Out Our Latest Podcast Episodes

#161. Don't wait until retirement to live your life. – The Mind Money Spectrum Podcast

What are the non-financial aspects you need to plan for five years before retirement?Retirement isn’t the end. It will last decades, and five years before you retire is when you should start thinking about what you actually want that life to look like. Most people focus on what they’re retiring FROM, but the better question is what are you retiring TO? When you start thinking about your ideal lifestyle, your community, your home, how you spend your time, and whether work still plays a role, you may realize something important. You don’t have to wait. You can start living that life now.Episode ReferencesMMS #6. The difference between well-being and happiness and why you need to choose to be happy to actually be happy.MMS #7. The impact of friends, family, and communities on happiness is larger than you might think. Listen through the end to find out why.MMS #15. George Kinder: Three life questions that will change everything.MMS #129. Ideal day, week…and societal expectations?MMS #130. Manage expectations to cultivate your ideal year.Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.