Executives
Loading planner profile...
Autumn Knutson
Founder, Lead Planner
CFP®
Styled WealthVirtual, Tulsa, OK 74110
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
High Earning First Generation
Women & Female Leaders
Major Milestones I Specialize In
Early Retirement or Financial Independence
Getting Married and Starting a Family
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Styled Wealth works with impact-focused people who care about how they affect their larger ecosystem. We provide financial planning with a purpose. This impact can be through paid work, volunteering, and includes supporting immediate family and monetary donations. Many clients are involved in healthcare, tech, education, business, and non-profit sectors. People seeking an ongoing, collaborative approach to financial planning are typically a great fit for Styled Wealth. We tackle and improve both technical aspects alongside behavioral and mindset shifts needed to achieve the outcomes you are seeking – which takes time to learn and consistently implement. Our partnership will aim to get and keep you in a thriving, healthy financial state. One with purpose and peace. Let's have a conversation to see what's possible!
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.