Private Client StrategyCorporate Advisory

Start with a conversation

See if we’re
the right fit.

Free / one 15-minute call

Tell us what you want help with. Get a clear explanation of the services, prices, and what working together would involve.

  • Share your main financial goal or question.
  • Understand which service fits your needs.
  • Decide on a next step, with no obligation.

This short introductory call covers service fit. A written budget or cash-flow worksheet is a separate paid service. We do not provide personal investment recommendations.

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.

Already ready? Book the $150 Strategy Session →

01 / Choose a time

Let’s see if we’re a good fit.

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

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.

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.

Do not share account numbers, passwords, or confidential financial records.

Free, with no obligation to purchase. This call covers service fit, not a personalized financial plan.