Specialties
About Me
I’m a financial planner who helps business professionals in their 30s, 40s, and 50s make the most of their finances, especially those with equity compensation.
My goal is to help you get clear on what your ideal life looks like and build a financial plan to make it happen as quickly as possible. Whether you want to retire early, take on a new challenge, or feel more in control of your finances, I’m here to guide you every step of the way with clear, actionable advice. I hold the Certified Financial Planner® (CFP®) and Retirement Income Certified Professional® (RICP®) designations and specialize in comprehensive financial planning, including financial independence planning, tax strategies, cash flow, equity compensation, life planning, and charitable giving. When I’m not helping clients design their Authentic Life, you’ll find me sailing, catching live music, or traveling whenever I can with my wife, Annie.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, RICP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Authentic Life Financial Planning, LLC is a Registered Investment Adviser in the state of Minnesota. Advisory services are only offered to clients or prospective clients where Authentic Life Financial Planning, LLC and its representatives are properly registered or exempt from registration. "Likes" should not be considered a positive reflection of the investment advisory services offered by Authentic Life Financial Planning, LLC. Trevor Ausen is an investment adviser representative of Authentic Life Financial Planning, LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this page is believed to be factual and up-to-date at the time of posting, but we do not guarantee its accuracy and it should not be regarded as complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.