Process

We take a disciplined approach to developing a thoughtful, comprehensive plan for each of our clients.

It begins with our in-depth discovery process to identify clear objectives, followed by the development of a tailored strategy and then the implementation of specific solutions. We carefully monitor progress of each client’s plan against their goals, making measured adjustments as markets change and objectives evolve.

Goal Setting

Strategy
Development

Implementation
of Solutions

Monitoring &
Adjustments

Goal Setting

We help clients identify and articulate the financial goals and investment objectives for themselves and their families.

Strategy Development

We construct practical customized plans to help clients pursue their goals, identifying key milestones for the path forward.

Implementation of Solutions

We enact our carefully considered recommendations as part of the thorough action plan for pursuing the agreed upon strategy.

Monitoring & Adjustments

Because markets change and life events force goals to evolve, we regularly revisit plans and strategies and adjust for alignment as needed.

Goal Setting

Strategy
Development

Implementation
of Solutions

Monitoring &
Adjustments

We help clients identify and articulate the financial goals and investment objectives for themselves and their families.

We construct practical customized plans to help clients pursue their goals, identifying key milestones for the path forward.

We enact our carefully considered recommendations as part of the thorough action plan for pursuing the agreed upon strategy.

Because markets change and life events force goals to evolve, we regularly revisit plans and strategies and adjust for alignment as needed.

Throughout the process, we look to alleviate the stress of decision making by educating our clients

on the factors that impact their financial well-being, and on how to mitigate risk and taxes, while prioritizing the ultimate purpose of their wealth.

The Auric Difference

Experience

Our team has over a century of experience, not only helping clients navigate through changing markets, but guiding them through the various phases of the wealth lifecycle, from accumulation to pre-retirement to legacy building.

Flexibility

Because we tailor everything we offer to the individual needs of each client, we have the ability to adapt objectively as their situations evolve, remaining focused on their best interests.

Creativity

We do not have a suite of products to sell; on the contrary, we are unlimited in our ability to think outside the box and bring fresh ideas and appropriate solutions that align with each client’s personal values and stated goals.

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