The average cost of a
traditional financial plan is $1,900.*

Bill and his team at Aurora Financial Strategies provide
expert advice, resources & financial plans starting at $29 monthly.

Good - Basic Package

$29 / MONTHLY

  • An Always Evolving COMPREHENSIVE FINANCIAL PLANNING SYSTEM
  • Financial Software (for Creating, Updating, and Reviewing Your Plan)
  • Education Center
  • UNLIMITED access to your Financial Planner
  • Ongoing Support
  • Accountability

Better - Enhanced Package

$49 / monthly

  • An always evolving COMPREHENSIVE FINANCIAL PLANNING SYSTEM
  • Financial Software (for Creating, Updating, and Reviewing Your Plan)
  • Education Center
  • UNLIMITED access to your Financial Planner
  • Ongoing 401K & Investment Advice
  • Tax Strategies
  • Ongoing support
  • Accountability 

Best - Enhanced + Legal

$89 / Monthly

  • An Always Evolving COMPREHENSIVE FINANCIAL PLANNING System
  • Financial Software (for Creating, Updating, and Reviewing Your Plan)
  • Education Center
  • UNLIMITED access to your Financial Planner
  • ONGOING 401k & INVESTMENT ADVICE
  • TAX PLANNING
  • Ongoing Support
  • Accountability
  • Legal Package from a Licensed Attorney*

REFERRAL PROGRAM

Give your friends $30 to use toward Aurora Financial Strategies Planning Packages. When they sign up, you'll earn $30 credit towards your membership - it's a win-win!

WHAT YOU NEED TO KNOW:

  1. Refer friends with your personal invite code (Email us to get started).
  2. Friends receive $30 of Planning credit towards their membership when they sign up with your invite code.
  3. You receive $30 of Planning credit for every friend you invite that signs up.
  • Your friend must be new to Aurora Financial's program, meaning your friend cannot have a pre-existing membership.
  • Your friend must keep their membership for 3 months or more.
  • Your $30 credit will be applied within 4 weeks of your friend's qualifying membership. 
  • This offer may not be combined with any other offers or promotions.

 

*The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

*Source: The College of Financial Planning 2011 Survey Trends