VIRID FINANCIAL

Our Approach:
Clear. Strategic. Personal

Zaina Bankwalla founded Virid Financial with a simple mission: to deliver the clarity successful people need to make confident financial decisions.

Zaina Bankwalla, MBA, CFBS, RICP®, CEPA®

Our
Story

Zaina Bankwalla founded Virid Financial to create the kind of advisory experience she wished more successful people had — one built on clarity, partnership, and a deep respect for the responsibility that comes with managing and preserving wealth. She believes in providing advice that helps clients crystallize their financial objectives and create a clear pathway to financial success that blends technical expertise with a human-centered approach. She believes financial advice should empower, not overwhelm.

Business Growth - Virid
Business Growth - Virid

We aim to always give you:

  • Straightforward guidance
  • Strategic coordination
  • A long-term partnership
  • Uncompromising transparency
  • A clear path forward
Because your wealth deserves nothing less.

Our Philosophy

At Virid Financial, we believe in straight talk and an education-first approach. We aim to empower our clients with the knowledge and clarity they need to confidently pursue their financial goals. We believe that our clients can achieve more when they have clarity about their goals through financial planning

Our Process

Phase 1
Discover & Define

We take the time to understand you, your business, your numbers, your vision, and what financial independence truly means to you.

Phase 2
Design Your Roadmap

Together, we craft a personalized plan that integrates retirement income, succession strategy, and legacy preservation, aligned with your tax, legal, and financial ecosystem.

Phase 3
Implement & Execute

We work hand-in-hand with your CPA, attorney, and trusted partners to ensure your plan is not just designed, it’s delivered.

Phase 4
Monitor & Adjust

Your business evolves, and so should your plan. We provide ongoing guidance and reviews to keep your strategy working as your life changes.

Our Services

Tailored for You

Business Owners

  • Succession Planning
  • Retirement Plans
  • Key Employee Rewards
Learn More

Professionals

  • Financial Planning
  • Risk Management
  • Wealth Management
Learn More

Why Choose Us

01.

Clear
Guidance

Our advice is always straightforward and easy to understand, making complex financial concepts accessible.

02.

Expert
Guidance

Benefit from our experienced professionals who provide ongoing support and adjustments to your plan as life changes.

03.

Education-First
Approach

We prioritize educating our clients, providing them with the tools and knowledge to make informed decisions.

04.

Customized
Planning

We work closely with you to develop personalized strategies tailored to your unique financial situation and goals.

05.

Peace of
Mind

Gain confidence in your financial future, knowing you’re prepared for all of life’s milestones.

Schedule an Intro Call

If we’ve captured your interest, the first step is to enter your information below. You can expect to hear from an awesome member of our team within 1-2 business days. Can’t wait? Give us a call.

3975 Fair Ridge Dr. Ste 315(N)
Fairfax, VA 22033
Telephone: (703) 218-6767

Take control of your financial future with Virid Financial.