If any of this sounds familiar…
“I don't want to look into my finances because I'm scared of what I will find.”
“No one taught me how to handle my money… am I supposed to do this on my own?”
“Am I making the right financial decisions… or just guessing?”
You're not alone. Let's build a plan that makes your finances clear.
- CFP® Professional
- Fee-Only
- Fiduciary
Credentials & Memberships
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Experience
Why Noor
Five reasons people stay.
What it actually means to work with an independent, fee-only CFP® professional.
A legal duty, not a marketing promise.
As a CERTIFIED FINANCIAL PLANNER® professional, we follow the CFP® Board's Code of Ethics & Standards of Conduct, which means we follow a fiduciary duty to do what is in your best interest and to act with honesty, integrity, competence, and diligence.
No sales goals. No products to push.
Unlike many large institutions, we don't have to meet sales goals or sell specific products. As an independent, fee-only firm, we only focus on what's best for you as the client. Every recommendation is made with your needs at the center, free from conflicts of interest.
You get a person, not a queue.
You will be working with a real person, not someone at a call center or an AI chatbot. Your questions are answered by someone who knows you and your goals.
Money is tied to how you feel.
Money is more than numbers, it's tied to your goals and your peace of mind. We help you navigate the decisions that can feel overwhelming, offering support so you can move forward with confidence.
No cookie-cutter plans.
We have worked at different firms, where some clients just end up being given a cookie cutter solution to their problems. The reality is our situations are unique, and that is how we approach each interaction.
What We Do
Services designed to support every stage of life.
Three ways of working together — start with one, or grow into all three.
Financial Planning
From budgeting to retirement planning, we help align your finances with your life goals.
See what's included
Investment Management
Grow and preserve your wealth with a personalized portfolio tailored to your goals and risk tolerance.
See what's included
Partnership
Ongoing guidance and support built on trust, so you're never navigating financial decisions alone.
See what's includedHow We Work Together
The Noor Planning Process
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Navigate your goals
We start by learning about your goals, values, and what matters most.
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Organize your financial life
We bring all of your finances together into one clear picture.
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Optimize your strategy
We design strategies to make your plan more efficient and align your finances with your goals.
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Review over time
We put your plan into action and provide ongoing guidance as life evolves.
Featured In
Patrick is frequently invited to share insights on financial planning, investing, and long-term wealth strategy. Explore recent podcast appearances and published features.
Meet Patrick
Patrick founded Noor Financial Services to bring clarity and compassion to personal finance. With over seven years of experience and a CFP® professional, he combines deep technical knowledge with a down-to-earth approach. His mission is to make financial planning simple, personal, and empowering—helping clients turn uncertainty into lasting confidence.
