Autumn R. Kruse, CFP^®

I charge by the hour or by the project. I specialize in teaching people how to take organize & take control of their own finances. My background and investment focus is Socially Responsible Investing (aka ESG investing.) Likely a good fit: * People thinking about retiring in the next 5-15 years. * People who have their income and finances steady enough to start thinking about big purchases like a house, college funding for their kids, and figuring out what percentage of income should go into retirement account, what amount of insurance makes sense, etc. *People working on getting on top of their debt and generally getting organized *People negotiating combining their finances or keeping them separate after marriage or other life events that co-mingle monies.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances