Private Client StrategyCorporate Advisory

Private Client Strategy / 60-Minute Intensive

Clarity starts
with a conversation.

$150 / one 60-minute session

Review your budget, retirement goals, or investment questions and begin a practical plan with Aurum Strategy.

  • A focused review of your goals and priorities.
  • Clear explanations of the tradeoffs to consider.
  • An initial roadmap and a defined next step.
Your first step counts toward the bigger plan.

The $150 advisory fee is credited in full toward The Capital Framework if you initiate the complete plan within 30 days.

$2,500 framework − $150 paid session = $2,350 remaining.

This is a non-discretionary planning conversation. You keep control of your accounts and execution. Investment outcomes are not guaranteed.

View The Capital Framework →

Not sure yet? Book a free 15-minute fit call.

01 / Choose a time

Reserve your private hour.

Book an available time and receive confirmation immediately on this page. Other clients’ appointments stay private.

Available start times · America/Chicago

Choose a day to see times in your time zone.

02 / A little about you

Have a referral partner code?

The first submitted referral for your email is retained. Share your submission reference with your partner if you want them to recognize your introduction. How referral tracking works.

No payment at booking. The $150 invoice and connection details follow by email. Do not share account numbers, passwords, or confidential documents.