top of page

Home
Who We Serve
How We Help
Portfolio Analysis
About
Credentials/Affiliations/Awards
Services & Fees
About: Read More
Whole Life Planning-Pre & Retirees
Whole Life Planning Single Women
Blog
Media
- Retirement Planning
Contact
More

Use tab to navigate through the menu items.

Independent, fiduciary fee-only, Registered Investment Adviser

Blog Posts

Subscribe to our Blog Posts

Thanks for submitting!

Our Thoughts on all Things Financial

The Real-Time Benefits of Financial Planning for Women

Jul 30
3 min

The Real-Time Benefits of Financial Planning for Women

70

What Can you do now?

Jun 14, 2023
2 min

What Can you do now?

60

Tough Times Call for Tough Actions

Jun 14, 2023
4 min

Tough Times Call for Tough Actions

20

Is Investing Like the Olympics?

Jun 14, 2023
4 min

Is Investing Like the Olympics?

20

A Once-in-a-Lifetime Chance to re-set Your Financial Life

Jun 14, 2023
5 min

A Once-in-a-Lifetime Chance to re-set Your Financial Life

20

Improve your Life through organization and productivity

Jun 14, 2023
5 min

Improve your Life through organization and productivity

10

What are the 17 investing mistakes?

Jun 14, 2023
10 min

What are the 17 investing mistakes?

00

The Biggest Financial Boost you can give your Kids

Jun 14, 2023
6 min

The Biggest Financial Boost you can give your Kids

00

How Goals Based Financial Planning can add 15% to your Wealth

Jun 14, 2023
4 min

How Goals Based Financial Planning can add 15% to your Wealth

10

Gen X: Three financial mistakes to avoid

Jun 14, 2023
4 min

Gen X: Three financial mistakes to avoid

10

401(k) versus IRA, Get the Most Bang for Your Buck

Jun 14, 2023
4 min

401(k) versus IRA, Get the Most Bang for Your Buck

20

Four Ways you Can Rock your Life with Financial Wellness

Jun 14, 2023
2 min

Four Ways you Can Rock your Life with Financial Wellness

10

Guaranteed Income Strategy

Jun 14, 2023
3 min

Guaranteed Income Strategy

50

When & Why You Should Get Life Insurance

Jun 14, 2023
4 min

When & Why You Should Get Life Insurance

00

Capital Gains Tax - Will I Get Pushed into a Higher Tax Bracket?

Jun 14, 2023
4 min

Capital Gains Tax - Will I Get Pushed into a Higher Tax Bracket?

00

Three Things You Can Do Right Now to Improve your Financial Future

Jun 14, 2023
3 min

Three Things You Can Do Right Now to Improve your Financial Future

00

Challenges for Women: Strategies for Success

Jun 14, 2023
4 min

Challenges for Women: Strategies for Success

00

Six Ways Financial Planning Can Change your Life

Jun 14, 2023
3 min

Six Ways Financial Planning Can Change your Life

10

How Behavioral Finance Can Help you Understand Why You're Fearful

Jun 14, 2023
3 min

How Behavioral Finance Can Help you Understand Why You're Fearful

20

All Posts 19 posts
Taxes 3 posts
Women and investing 3 posts
Behavioral Finance 7 posts
Financial Planning 7 posts
Life Insurance 1 post
Guaranteed Income 1 post
Covid-19 2 posts
Retirement Account 2 posts
Wills & Trusts 1 post
Financial Goals 1 post

Independent, Fiduciary, Fee-Only,
Registered Investment Adviser

Contact

Tel: 858-205-7651 (Pacific Time Zone)

kathleen@aurorafinancialpim.com

Form ADV Part 2

Investment Adviser Public Disclosure

Check the Qualification of this Investment Processional on
FINRA's BrokerCheck

For a portfolio analysis, or to get to know us, fill out the form below!
We will contact you for a no-obligation 30 minute call.

Find out how we help you.
No pressure!

Enter Your Name

Enter Your Email

Enter Your Subject

Message

Phone (optional)

Thanks for submitting! We'll get in touch as soon as possible.

© 2020 Aurora Financial Planning & Investment Management LLC

A Fiduciary Independent Registered Investment Advisory Firm

CDR # 291658

bottom of page