A smiling woman and a man wearing hats and jackets, hiking in a hilly outdoor setting during daytime.

Your first steps

Starting with Anora Wealth is straightforward and stress-free, so you can focus on your dreams—whether it’s building a legacy, finding freedom, navigating changes, or making impacts.

 Your Path to Peace of Mind

We make working together simple, stress-free, and centered on you.

Let’s walk through what it’s like to work with Anora Wealth—from that first hello to feeling fully supported and confident in your financial life.

1

Schedule a time to connect

  • Schedule a friendly, no-pressure Zoom call
  • Fill out a short, confidential intake form included on the scheduling tool
2

Tell us about you

  • Help us understand how we can best support you
  • We'll talk through what’s going on in your life, what you value, what you’re working toward and what’s been holding you back
  • You’ll learn how we work, what it costs, and whether we’re the right fit—no sales pitch, ever
3

Begin your personalized journey

  • If it feels right, we’ll get started
  • We’ll handle the onboarding: paperwork, accounts, systems—no overwhelm
  • Our partnership officially begins
4

Deep and wide vision mapping

  • We take a closer look at your full financial picture—income, savings, debt, and more
  • We explore your money story, values, and vision
  • Together, we define the financial goals that feel right for you (not what the internet says you should want)
5

Build your financial direction

  • We craft a clear, step-by-step financial plan tailored to your life
  • This might include cash flow, taxes, investments, retirement, real estate, family support, or giving
  • We’ll set priorities together so the plan works for you, not the other way around
6

Collaborate & adjust

  • We guide implementation and check in regularly—your plan evolves as your life does
  • We coordinate with your team (CPA, estate attorney, insurance agent, lender—you name it)
  • You’ll always know what’s next and never feel alone
7

Live with peace and confidence

  • With a plan that reflects your real life and values, you’ll feel grounded and empowered
  • Your money is working for what matters most to you—so you can focus on living well, giving freely, and growing with purpose

Ready to start?

Let’s build something that reflects your values, not just your numbers.