Pathway To Wealth.
Every aspect of our services is designed to help you build and grow your wealth with purpose, precision, and thoughtful planning.
Financial Audit & Coaching
- Unbiased Review & Recommendations
- Goal setting (short-term and long-term)
- Budget creation and expense tracking
- Creating and growing an emergency fund
- Cash flow management
Retirement Planning
- Retirement goal setting & strategy
- Understanding options & vehicles
- Risk management strategies
Debt Management
- Debt repayment strategies
- Creating a debt-free plan
- Credit score improvement guidelines
Financial Systems
- Access to our budget, net-worth tracker, and other financial systems
- Mindset development for financial success
Wealth Education
- Introduction to investment basics
- Understanding Diversification
- Creating a wealth-building action plan
RE Investing, Network & More
- Real Estate Investing Knowledge Transfer
- Access to the Aurora Wealth Network
- Start-up collaboration & review