Advisor at Authentic Life Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Authentic Life Financial Planning
Location
Minneapolis, MN
Credentials
CFP®, RICP®
Industry experience
3 years
I’m a financial planner who helps business professionals in their 30s, 40s, and 50s—especially those with equity compensation—take control of their finances and design a life that feels truly authentic.
Life isn’t just about numbers or following a traditional path. It’s about figuring out what you really want and building a plan to get there. That’s why I started Authentic Life Financial Planning—to help people align their finances with their goals, whether that means retiring early, launching a new career, or simply feeling more confident about their future.
I offer personalized, one-time financial plans and ongoing planning services, helping clients navigate the complexities of equity compensation, tax strategies, cash flow, and more—all with the goal of creating a life they love.
When I’m not working with clients, you’ll probably find me sailing, checking out live music, or planning my next travel adventure with my wife Annie.
If you’re ready to explore what’s possible with your finances, I’d love to chat!
Based on Authentic Life Financial Planning
Starts at 0.6% plus ongoing monthly fee
$400/mo
I also offer one-time financial plans starting at $3,200.
Minneapolis, MN
Minnesota
Authentic Life Financial Planning LLC
2024 - Present (2 years)
Planning for Hire, LLC
2023 - Present (3 years)
Mindful Asset Planning
2019 - 2023 (4 years)
Ameriprise Financial Services, Inc.
2016 - 2019 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
White Bear, MN
Greenup Wealth
Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
CFA®
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Longship Advisers, LLC
Series 63, Series 65
Maplewood, MN
MPM Financial Corporation
CFP®, Series 63
Edina, MN
The Hatlestad Group
Series 65
St. Louis Park, MN
Carson Capital
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