Aurochs Financial are Fee-Only financial planners. All conflicts of interest regarding compensation are removed. We do not accept sales commissions; we work solely for our clients. Because we do not sell financial products such as investments and insurance, there are no third-party relationships or outside influences to taint our thinking and financial recommendations.Read More
All the websites/advisors I have reviewed all look the same. Why should I talk with you? I know it sounds cliché, but we are different from almost all financial advisors. Areas that make us unique:Read More
Navigating today’s financial landscape can be complex and overwhelming. We at Aurochs Financial follow a systematic process to help you pursue your financial goals. We will work with you to prioritize what’s most important to you and and your family. We help you get financially organized with your own private financial website, which provides us with a clear picture of you. A Gap Analysis Report is then generated, showing where you are now and where you want to be. A personalized plan is then created for you. We stay with you every step of the way! Let us help you form a new plan for tomorrow!Read More
How we think about money is often a reflection of Who We Are at the core: our values, our strengths and weaknesses, how we make decisions and what we prioritize when making those decisions.
The Financial Identities Assessment is a series of questions which will lead you on a quick journey of self-discovery. It will help you see your differences from others, and uncover some of the things that make you unique. It will also help communicate your differences, your preferences, and some of the most important details about your uniqueness should you decide to work with a professional financial advisor.Read More