Our Process
We Said We Were Different.
Now, Let’s Prove It To You.
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”
Aristotle
Our Values
- The foundation of our business is absolute integrity, trust, and transparency. We do not have a business without these core values.
- Passion for our business creates innovative and inspiring solutions.
- We are a motivated team, and we continue to educate ourselves so we can add significant value and make a positive impact in our clients’ lives.
Mission
Our mission is to build relationships with individuals and business owners in our community, and form partnerships to help them achieve their greatest financial potentials.
Vision
To create an environment that will help stimulate the growth and development of our clients and employees.
The Auro
Wealth Management Process
Our advisors take an analytical approach to finance, paying careful attention to market movements and geopolitical events, and closely follow expert research. More importantly, however, we take a truly personal approach to the clients we serve, because we believe the most important element to achieving any goal is how well we know the person behind it.
Our Four-Step Meeting Process
The Discovery
Meeting
Let’s get to know each other! In this first discovery meeting, we’ll conduct a Total Client Profile Interview to get a clear sense of your goals and lifestyle needs. We’ll review your current financial status and provide you with a detailed overview of how we’ll proceed moving forward.
The 45-Day
Follow-Up Meeting
In this confirmatory meeting, our goal is to make sure you stay up-to-date and on top of how your money is working for you. We’ll also set you up with online access and together read and analyze your first statement. Equipped with all necessary information and tools, you’re now set on your new path!
The Investment
Plan Meeting
In our second meeting, we’ll present you with an actionable investment plan designed to help you achieve your investment goals. We’ll discuss all the steps in implementing the plan and execute the agreements to begin working together. We’ll conclude by introducing you to each member of the Auro team and giving you a tour of our office. This is your team now!
Regular Progress
Meetings
Based on your lifestyle and needs, we’ll schedule regular meetings and calls to update you on your financial plan and review your investment portfolio. We’ll also address any advanced planning needs that you may have. At this point, we like to see ourselves as your partner, and to that end, we’ll remain dedicated to your continued success.
