Aura Wealth turns retirement savings, care costs and everyday spending into one clear picture — so you can stop checking and start living.
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This is not a dashboard to admire. You hand over the bank and card statements; we turn them into the numbers and the pictures; and what comes back is a short, ranked list of things to actually do — each with what the numbers show, what it is worth in real money, and a deadline where there is one.
The monthly PDFs from the bank and the cards, as they arrive. Every statement is reconciled to the penny before it counts.
A categorized ledger, the history year by year, cash-basis financial statements, a five-year projection — and the charts and tables to read them without jargon.
Ranked Do first · Next 90 days · When convenient. Tick an item off and the plan recalculates, so you can see what the next one is worth.
Potential per year, once the list is worked through.
Ticking the "Do first" items typically closes a fifth of a household's monthly gap. Example figures — yours come from your own statements.
Example items. Your own list is built from your own statements, with the actual amounts and dates.
See your listEvery service comes with the same promise: you will understand your own plan well enough to explain it at the dinner table.
Steady, evidence-based portfolios built around what your life actually needs — not what the market is shouting about this week. We keep costs low, rebalance quietly, and explain every change in one page or less.
A plan that fits on a single screen: what comes in, what goes out, and how long it lasts. We map Social Security, pensions and savings to the years ahead and update the picture whenever life changes.
Care for a parent or spouse is the largest, least predictable cost most families face. We model facility fees, insurance benefits and their limits, and the timing of every bill — so the money is there before the need is.
We started Aura Wealth because good financial advice too often arrives wrapped in acronyms and anxiety. Our philosophy is simple: you should understand your own plan well enough to explain it at the dinner table.
Every recommendation comes with the reason behind it, in plain language, and every chart has a table behind it if you want to check our work. We are patient with questions, honest about uncertainty, and allergic to pressure.
Your plan is yours — we just keep it clear.
Every statement, every produced document, and a searchable ledger of every transaction.
What actually happened, year by year and month by month — with the financial statements.
Mission control: where things stand right now, with dials to test what-if.
A to-do list of ways to save money or add benefits, each with what it is worth and what to do.
The next five years, and a calendar of the bills to expect.