I am Mangesh Mohite, founder and CEO of IRIS Financial Planning, a fee-only, financial planning firm committed to providing financial services to families of individuals with disabilities. I love all things strategy, optimization, and personal finance.

I started IRIS Financial Planning specifically to support disabled individuals and their family members as they plan for a life of success and fulfillment. Disabled individuals and their families face additional costs and challenges for current and future care. Often, it is difficult to navigate planning for future goals. I work with my clients to identify and prioritize financial goals and find the financial opportunities that will make these goals achievable.

I started my journey in personal finance for my own wealth creation goals more than a decade ago. After being exposed to struggles of families of individuals with disabilities, I decided to combine my engineering & analytical background with personal finance skills I have developed to launch IRIS. I am a continuous learner who believes that we can always improve. With that mindset, now I am pursuing an MBA in Finance at UNC Chapel Hill (Kenan-Flagler Business School). Go Tarheels!

I live in Greensboro, NC with my wife – Dorina, who is a psychologist advocating for disabled children to receive supports that meet their needs– and our two kids. We are actively involved in the community for awareness and advocating for families with disabilities. In my free time I enjoy cooking, traveling, advocating bio-diversity & regenerative farming.