How wealthy is your life?
Financial planning and investment management for impact-driven people, bringing their unique vision of a wealthy life to reality.
How wealthy is your life?
Financial planning and investment management for impact-driven people, bringing their unique vision of a wealthy life to reality.
As Seen In:
Styled Wealth
Styled Wealth specializes in working with people whose wealthy life is driven by the impact they make - in their families, their work, their communities, and their legacy. I help people intentionally align their resources and values to magnify their impact.
Resources
We will discuss all the financial pieces you have and create a comprehensive strategy that highlights your values through intentional leveraging of your resources.
Values
What is it you want to be able to say you prioritized, impacted, or experienced? We discuss what you want to maintain, edit, or plan for in your life. We will align each step in our strategy to the life you want to create for now and the future.
Resources
We will discuss all the financial pieces you have and create a comprehensive strategy that highlights your values through intentional leveraging of your resources.
Values
What is it you want to be able to say you prioritized, impacted, or experienced? We discuss what you want to maintain, edit, or plan for in your life. We will align each step in our strategy to the life you want to create for now and the future.
Aspects of a wealthy life include:
- Life Satisfaction
- Spiritual
- Health
- Financial
- Time
- Physical
At Styled Wealth, we discuss your vision of what wealth looks like in these areas. We then make a plan toward enjoying and building these aspects of your wealth, both now and in the future.
I created Styled Wealth to meet people where they are in their journey to align their resources to their values.
We start by discussing your values, motivations, and beliefs.
This informs all the work we do, from investing, to insurance, to philanthropy.
We will collaboratively navigate the financial opportunities available to you that best align to your values.
You now have a trusted partner to bring your dreams to an organized plan.
Comprehensive Financial Planning
Styled Wealth offers comprehensive financial planning and investment management to impact-driven people.
Our services include:
- Charitable Giving Plans
- Net Worth Management
- Equity Compensation Strategy
- Business Planning
- Cash Flow Forecasting and Prioritizing
- Career Planning & Negotiating
- Student Loan Strategies
- Debt Review & Optimization
- Education Planning
- Investment Strategy and Management
- Retirement Planning
- Financial Independence
- Sabbatical Planning
- Employee Benefits Optimization
- Risk Management & Insurance
- Estate Planning
- Tax Planning Strategies
Hello, my name is Autumn Knutson, CFP ®
Founder of Styled Wealth
I founded Styled Wealth to provide trustworthy advice to impact-driven people navigating complex financial decisions. As a former teacher and counselor, I provide a collaborative, guided approach to financial planning. We take time to discuss tradeoffs, implications, and project scenarios so that when you do make decisions, they are both informed and confident. You define your wealthy life; I help you actualize it.
Styled Wealth Values
- Trustworthy
- Competent
- Inclusive
- Proactive
- Collaborative
- Impact-driven