Private Client StrategyCorporate Advisory

Private Client Strategy / 60-Minute Intensive

One question.
One workable next step.

$150 / one 60-minute session

Leave with a cash-flow priority, a checklist of the records you need, and a next step you can act on. For example, we can map which bills fall between two paydays.

Your first step counts toward the bigger plan.

The $150 session 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.

Budgeting can use your own figures. Investment concepts are discussed in general terms; we do not assess your holdings or prescribe an allocation. Reserving a time does not start paid work. Paid work begins only after Aurum has a signed client agreement and a separate signed education-only acknowledgment on file.

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

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.

No payment at booking. Signed documents are required before the paid session.