Services & transparent pricing

A clear plan at every step.

Choose a conversation, a focused budget and tax-season plan, a written budget and account organizer, or ongoing support. Compare the fees and what you receive.

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.

Compare the $150 Strategy Session, $500 Budget & Tax-Season Plan, $2,500 Capital Framework, and $250 per month Planning Support. All prices are service fees.
Choose your service	Your fee	What you receive	Your next step
Start here Strategy Session 60-minute conversation	$150one-time · flat fee	Discuss your questions and leave with clear next steps. One private session	Book a session See included services ↓
Everyday money & tax season Budget & Tax-Season Plan Focused written plan	$500one-time · flat fee	Your budget, savings priorities, and tax-strategy checklist. One review meeting included	Request our plan See included services ↓
The complete plan The Capital Framework Written household planning file	$2,500one-time · flat fee	Your cash-flow plan, account map, and quarterly review checklist. First 3 months of support included	Discuss our plan See included services ↓
Stay on track Monthly Planning Support Support for your existing plan	$250/ month	Keep your budget, savings, and planning priorities current. Monthly support; quarterly budget reviews	Discuss support See included services ↓

We do not recommend investments, allocations, or trades for your accounts. Aurum is not a registered investment adviser. Founder Brian Shaquille does not hold a Series 65 or 66 qualification. Paid work begins only after Aurum has a signed client agreement and a separate signed education-only acknowledgment on file.

Your first step counts.

Start The Capital Framework within 30 days of your paid session and apply the full $150 fee: $2,500 − $150 = $2,350 remaining.

The complete plan includes 3 months of support. After that, continuing at $250/month is optional and requires your written agreement. The $500 plan is a separate one-time service and includes tax-strategy education, not tax filing.

Not sure where to start?Book a free 15-minute fit call →

What’s included?

Open a service to see the details.

Start hereStrategy SessionView included services$15060-Minute Intensive

A private hour with Aurum Strategy to review your goals, organize a budget question and identify next steps. Investment topics are limited to general education.

Your goals & questions
Clarify your priority, constraints, decision timeline, and the information required to evaluate the issue responsibly.
Scenario planning (budgeting and cash-flow scenarios using general, hypothetical examples)
Compare practical alternatives across liquidity, saving, budgeting, or long-term goals.
Your next steps
Leave with an organized set of next steps, open questions, and decisions requiring additional professional review.

The $150 session fee is credited in full toward The Capital Framework if you decide to initiate the complete plan within 30 days of your session. That leaves $2,350 to pay toward the $2,500 framework. The credit reduces your service fee; it is not a cash refund.

One $150 fee covers the full 60-minute intensive. General questions about scheduling, billing, and how our services work remain free. The session does not include legal or tax advice, specific buy-or-sell instructions, account management, or trade execution.

Book Your $150 Strategy Session

Budgeting, planning & tax-season preparationBudget & Tax-Season PlanView included services$500one-time

A practical financial plan for your everyday money. Organize your income and expenses, set savings priorities, and explore tax strategies to review with your qualified tax professional.

Your personalized budget
Review income, recurring bills, variable spending, and debts. Receive a monthly budget with realistic spending limits and savings targets.
Your financial priorities
Create a written order of priorities for debt payments, emergency savings, upcoming expenses, and longer-term goals.
Your tax-season strategy checklist
Review tax-planning topics such as retirement contributions, withholding, tax reserves, and records for potential deductions or credits. Receive a checklist of opportunities and questions for your qualified tax professional to verify.
Your plan review
One review meeting to explain your budget, priorities, and tax-season checklist so you know what to do next.

One $500 flat fee covers the agreed review, written budget, financial priorities, tax-season checklist, and one review meeting. Ongoing support, the complete Capital Framework, tax-return preparation or filing, IRS representation, and legal or tax advice are not included. Your tax professional confirms eligibility and applies tax strategies. Tax savings are not guaranteed. Scope and delivery timing are agreed in writing before work begins.

Request Our $500 Plan

Your household planning fileThe Capital FrameworkView included services$2,500one-time

A written household budget, cash calendar and account inventory. See upcoming commitments, track savings goals and gather the questions your tax or investment professional will need.

Your Financial Roadmap
Review your income, expenses, debts, savings, accounts, and goals. Receive a written list of priorities and practical next steps.
Your Cash-Flow Plan
Set a workable budget, define an emergency reserve, and plan how to divide future income between near-term needs and long-term goals.
Your Account Map
Organize your bank, retirement, and self-directed investment accounts in one clear view. See your providers, account types, statement dates, and disclosed fees together in a practical account map.

Your first 3 months of Monthly Planning Support are included at no additional service cost (a $750 value), plus a 45-minute educational session explaining, in general terms, how self-directed account types work. We do not review whether your holdings suit you. Continuing monthly support is optional and requires written authorization.

Pay $2,500 once for the agreed financial review, written plan, and implementation guidance for your budget and cash calendar, not for investment transactions. Final deliverables and timing are confirmed in writing before work begins.

Included in The Capital Framework

What you take away

Your $2,500 plan includes three practical tools you can return to throughout the year.

Your Cash-Flow Plan

Clear targets for everyday spending, emergency savings, and money set aside for long-term goals.

A written set of rules for where each dollar goes.

Your Account Map

Organize your bank, retirement, and self-directed investment accounts in one clear view.

Your providers, account types, and disclosed fees in one practical reference.

Your Quarterly Review Checklist

A repeatable checklist to update statement balances, upcoming expenses, and savings goals.

A repeatable process you evaluate and execute independently.

Account structures and contribution rules depend on your eligibility and applicable law. Tax and legal questions are referred to your licensed professionals. You retain account control and all final decisions.

Discuss Our Complete Plan

Keep your plan currentMonthly Planning SupportView included services$250per month

Ongoing help with budget updates, cash-flow tracking, and questions about your household plan. The written agreement explains when you can contact us and when reviews are delivered.

Quarterly budget check-in
Compare planned and actual expenses, update irregular bills, and flag timing gaps.
Budget & savings updates
Revisit your budget, reserves, and savings priorities when your income, expenses, or goals change.
Cash calendar
Track upcoming pay dates, bills and large purchases on one calendar.
Quarterly records checklist
Identify missing statements and update balances you provide. We do not monitor investments or suggest portfolio changes.

Billed monthly under a written support agreement. This service does not include account custody or discretionary trade execution.

Discuss Monthly Support

Custom reporting supportCash-Flow ReportingView included servicesCustom Quarterly RetainerScope-Defined Mandate

A recurring written picture of income, bills and reserves using records you provide.

Cash calendar
Map recurring and irregular receipts against bill dates.
Budget variance report
Compare actual spending with your budget and flag unexplained differences.
Quarterly records checklist
Identify missing statements and open questions before your next review.

One fixed fee per quarter, agreed in writing. No securities analysis, portfolio monitoring or account access is included.

Request a Fixed-Fee Proposal

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.

Payment methods & engagement terms

A few clear answers.

Which service should I choose?

Start with the $150 Strategy Session for focused questions. Choose the $500 Budget & Tax-Season Plan for a written budget, financial priorities, and a tax-strategy checklist. Choose The Capital Framework for a complete written plan. Monthly Planning Support helps you keep an existing plan current. If you are unsure, book a free 15-minute fit call.

How does the $150 credit work?

Initiate The Capital Framework within 30 days of your session and the full $150 paid session fee is credited toward its $2,500 price. That leaves $2,350 to pay. This is a service credit, not a cash refund.

Do you manage money?

No. You hold accounts directly with your providers and make and execute every final decision independently.

Are you a registered investment adviser?

We do not offer a registered investment advisory service. Our founder does not hold the Series 65 or 66 qualification. For individual portfolio advice, choose a professional whose registration you can verify. Read our service boundaries.

What happens if I don’t move forward?

The $150 covers the session. Keep your next steps; no subscription starts and no further purchase is required. The service credit expires after 30 days.

What happens when I book?

Choose an available time and complete the form. Your appointment is confirmed immediately on screen, and you can save it to your calendar. We follow up separately about connection details and, for a paid session, the signed documents and invoice. No payment is collected by the booking form.

A clear plan at every step.

Strategy Session

Budget & Tax-Season Plan

The Capital Framework

Monthly Planning Support

What’s included?

Your goals & questions

Scenario planning (budgeting and cash-flow scenarios using general, hypothetical examples)

Your next steps

Your personalized budget

Your financial priorities

Your tax-season strategy checklist

Your plan review

Your Financial Roadmap

Your Cash-Flow Plan

Your Account Map

Your Cash-Flow Plan

Your Account Map

Your Quarterly Review Checklist

Quarterly budget check-in

Budget & savings updates

Cash calendar

Quarterly records checklist

Cash calendar

Budget variance report

Quarterly records checklist

Illustrative budgeting examples

A few clear answers.