Aura Wealth Management’s financial planning philosophy borrows from Warren Buffett’s 4 Key Factors to Wealth Creation:
We never allow our clients to forget that in order to achieve rule number four, it comes back to rule number one; if you haven’t Managed Risk, you can’t Invest in Self. The fundamentals of Financial Planning are based on risk management.
From these Four Rules evolves one core question: What’s The Problem? Aura’s mission is to ask, discover and solve client problems relating to their financial situation. From this point, all other financial questions are explored for our clients, and solutions are discovered.