Autumn is a digital retirement planning assistant that offers a holistic view of personal finances, healthcare needs, and legacy planning. It is built to help individuals navigate the complexities of later-life preparation by providing an interactive dashboard, AI-driven suggestions, and integrated tools across different domains of retirement life.
Autumn serves as a centralized hub where users can connect bank accounts, insurance policies, health data, and legal documents—all in one place. Backed by both technology and financial expertise, Autumn transforms a fragmented planning process into a streamlined, guided experience.
Features of Autumn
Autumn includes a wide range of features to help users manage their retirement planning proactively:
Personalized Retirement Planning
Set retirement goals and get customized financial and lifestyle strategies.Financial Dashboard
Track savings, investments, expenses, and retirement readiness in real time.Healthcare Planning
Explore insurance options, medical costs, and long-term care needs.Estate and Legacy Tools
Organize wills, trusts, and important documents for easier future access.Smart Recommendations
AI suggests steps based on current financial health, age, and goals.Secure Document Vault
Store legal, financial, and medical documents in a centralized, encrypted location.Collaboration Tools
Invite family members, caregivers, or advisors to view and manage parts of your plan.Alerts and Task Tracking
Receive reminders for upcoming decisions, renewals, and financial milestones.
How Autumn Works
Autumn guides users through an intuitive setup and ongoing management process:
Create Your Account
Sign up at https://www.getautumn.com and start building your retirement profile.Link Your Financial Accounts
Securely connect your bank accounts, investment portfolios, and insurance data to populate your dashboard.Set Goals and Preferences
Define retirement goals, healthcare expectations, and legacy intentions.Review AI-Generated Insights
Autumn analyzes your inputs and suggests personalized steps, such as increasing savings, adjusting insurance, or creating legal documents.Track Progress and Stay Informed
Continue using the dashboard to manage evolving needs and update plans as your life situation changes.
Autumn helps users plan not just for financial needs, but also for healthcare decisions and end-of-life preparation.
Use Cases of Autumn
Autumn is suitable for a variety of users and life stages:
Pre-retirees (ages 40–60) looking to get serious about financial and medical planning
Retirees seeking to stay on top of savings, healthcare, and estate management
Families and caregivers helping aging parents or loved ones organize their affairs
Financial advisors who want to collaborate with clients in a digital format
Individuals managing complex finances or multiple policies and plans
Pricing of Autumn
As of May 2025, Autumn does not publicly list detailed pricing on its homepage. However, based on the platform’s offerings:
Core access appears to be free for individual users with basic features
Premium features (such as document storage, financial integrations, or advisor collaboration) may be available via subscription or as paid add-ons
Enterprise options may exist for advisors, partners, or institutional users
To get the most accurate pricing information, users should sign up at https://www.getautumn.com or request a demo if representing an organization.
Strengths of Autumn
All-in-one retirement and financial planning platform
AI-powered recommendations based on individual user profiles
Secure storage for critical financial, legal, and medical documents
Holistic approach: finances, healthcare, and estate planning in one tool
Easy collaboration with family and advisors
Clean, user-friendly dashboard and guidance system
Continuously evolving insights to adapt to life changes
Drawbacks of Autumn
No detailed public pricing—may require account creation or contact
Currently geared more toward U.S.-based users and planning frameworks
Limited integrations with international financial institutions
Some features (e.g., estate planning) may still require external professional input
AI recommendations should be validated with certified advisors in complex cases
Comparison with Other Retirement Tools
Compared to other digital financial planning platforms like Personal Capital, NewRetirement, or Fidelity’s retirement calculators, Autumn stands out through its holistic coverage of healthcare and legacy planning.
Personal Capital focuses on wealth management but lacks healthcare integration.
NewRetirement offers detailed financial modeling but not estate documentation tools.
Fidelity is more calculator-based and linked to investment accounts.
Autumn uniquely combines these capabilities into a single AI-powered platform, making it an all-in-one solution for life after 50.
Customer Reviews and Testimonials
While Autumn does not feature in-depth testimonials on the homepage, early adopters and users from financial wellness communities report:
“A calming, organized approach to a stressful life stage.”
“Love having everything—my will, insurance, and savings—in one place.”
“Easy to use and made me more confident about my retirement decisions.”
As the platform continues to grow, more customer case studies and formal reviews are expected to be shared through blogs, media features, and trusted partners.
Conclusion
Autumn is a powerful and forward-thinking solution for anyone looking to take control of retirement and late-life planning. With AI-powered guidance, secure digital tools, and an intuitive interface, it allows users to confidently navigate financial, healthcare, and estate decisions in one unified platform.
Whether you’re planning decades ahead or organizing your affairs today, Autumn helps bring clarity, security, and peace of mind to your future.
