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Building financial futures for Suddenly SoloTM women & men due to divorce or death.

Be confident in your next steps.

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At the crossroads of today and your financial future is a financial plan.

That’s why we’re here

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Services

Expert guidance so you can embrace your financial future with confidence.

Financial Planning & Retirement

Financial Planning & Retirement

We offer advice for high-earning and young professionals who need a financial plan so they can live their lives and grow their wealth.

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Investments & Wealth Management

Investments & Wealth Management

We deliver guidance for young professionals, pre-retirees, and retired people looking for their retirement roadmap.

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Divorce & Life Transition Planning

Divorce & Life Transition Planning

We provide expert advice, services, and support for our clients in the phases before, during, and after divorce or after the death of a spouse

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“If you don’t know where you are going, you’ll end up someplace else.”

– Yogi Berra


What is Your Risk Number?

What is Your Risk Number?

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and learning your risk number only takes a couple of minutes.

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Aurora Team
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