Aurora Wealth was born from a desire to redefine financial planning as less about us and more about you. With values like community, integrity, and a forward-thinking approach, our commitment to close collaboration with clients and open-book transparency drives every decision. Today, our dedicated team delivers beyond retirement strategies. Our services span from generational wealth planning to tax minimization and transitional consulting, all designed with your unique journey in mind.
Let’s dive a little deeper into our process.
Our approach is simple, yet powerful.
1.
Discovery Call
- Get to know each other
- Discuss your goals, values, etc.
- Determine whether we're a good fit
- Review any fees, process, and services
2.
Onboarding
- Sign agreements
- Set up billing
- Gather personal and financial information
3.
Strategy Meetings
- Confirm our understanding of provided information
- Identify and collaborate on an approach
- Begin taking action steps
Number of meetings depends on services and complexity
4.
Summary of Achievements
- Review
your accomplishments
- Confirm recommendations and remaining action items
- Discuss ongoing relationship
5.
Ongoing Planning
- Partnering with you year after year as your life changes
- Flexible levels of services to align with your evolving life
- Ongoing information through changing laws and fluctuation markets
Insurance services do not incur a fee from Aurora Wealth. We may, however, receive commission for the sale of insurance and annuity products.
