Private Client StrategyCorporate AdvisoryFinancial services for individuals & business owners
A clear plan for your money.
And what comes next.
Bring one money question to a 60-minute session. We’ll map what comes in, what goes out, and what needs attention first. Leave with a budget priority, a next step, and questions for your tax or investment professional.
General financial education and budgeting help — not investment advice. We do not sell or recommend investments.
Education only - not investment, tax, or legal advice. Aurum Strategy TX provides general financial education, budgeting help, and business consulting. We are not a registered investment adviser or broker-dealer, we do not sell securities or any financial product, and we do not recommend that you buy, sell, or hold any investment. We do not take custody of your money, access your accounts, or make or execute decisions for you - you control your accounts and make every final decision, independently or with a licensed professional you engage. Investing involves risk, including loss of principal. No return, savings, tax, or business outcome is promised or guaranteed. Full terms and disclosures.
Start The Capital Framework within 30 days of your session: $2,500 less your $150 paid fee = $2,350 remaining. The session also stands on its own.
Inside The Capital Framework
Illustrative budgeting examples
Three hypothetical examples of what we turn into a working plan.
Bills between paydays
Starting point: Annual insurance of $1,200 falls outside the monthly budget.
What you receive: A budget line of $100 a month and a calendar reminder before renewal.
Accounts across providers
Starting point: Bank, workplace retirement and brokerage statements arrive separately.
What you receive: One clear account map lists providers, account types, statement dates, and disclosed fees.
An uneven income month
Starting point: A freelancer expects a client payment after rent is due.
What you receive: A weekly cash calendar shows the gap before rent and the balance after the expected payment.
Practical help for real decisions
Choose your focus.
Budget & cash flow
Understand what comes in, what goes out, and how to plan for bills, savings, and unexpected expenses.
See the complete planRetirement account basics
Understand your retirement accounts, time horizon, and the questions to consider as you work toward your goals.
Start with a strategy sessionInvestment understanding
Make sense of diversification, investment fees, portfolio risks, and how your accounts fit together.
Explore ongoing support