Our Approach

Aura  approaches every client’s business as if it were our own. We believe a consulting firm should be more than an advisor. We put ourselves in our clients’ shoes, align our incentives with their objectives, and collaborate to unlock the full potential of their business. This builds deep and enjoyable relationships.

The right approach is necessary for the right outcome. Aura approaches work by applying its external knowledge to your organization’s internal way of doing work. We know that in order to maximize the potential of success for your company we need to shape our expert advice in a way that applies to your way of doing business. This allows us to create rich relationships with our clients.

Determine Your Goals

This in-depth conversation frames often generalized needs into concrete and actionable objectives.

Discovery Meeting

This is the starting point for your analysis and financial plan. All assets, liabilities and circumstances will be uncovered to determine their impact on your goals.

Your Unique Financial Plan

Your financial plan will be your guide toward your goals. Current investment assets are analyzed as part of a coordinated whole. The resulting asset allocation model is compared to risk and reward expectations and evaluated for meeting your objectives.


Communication includes access to your account information online anytime, quarterly contact and quarterly performance reporting and tracking. An annual review meeting revisits the originally constructed financial plan to illustrate progress and highlight needed adjustments. We hold ourselves accountable for returning messages within a day of receipt. Our clients have a direct line of communication with their trusted advisor. No hassles. No phone trees. Quite simply, when a client has a question, they know exactly who can get the answer.

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