Your Richest Life

Your Richest Life We help the members of Generations X & Y take charge of their finances through financial planning. Hi.

I’m Katie Brewer, and I started Your Richest Life because I believe that young professionals should have access to a financial coach. The financial world looks nothing like it did for our parents, so members of Generations X and Y are writing their own financial scripts. I can work with you to relieve stress about money by helping you clarify your goals, identify and eliminate obstacles to those g

oals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I have only one person to answer to for the work I do – you! Together, we will develop a plan to put you in charge of your financial future. You don’t have to feel afraid about your money when you are in control of it! I’ve been fortunate to accumulate over 10 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance. Financial technology pioneer LearnVest as well as smaller boutique firms focused on high net worth individuals have helped me shape the Your Richest Life philosophy. This philosophy includes comprehensive financial coaching and fee-only services. This means that I have only one person to answer to for the work I do – you! I was just crazy enough to pursue my CFP® Certification and my MBA while working full time because I was so focused on achieving my goals. So I understand the passion you have behind achieving yours. And I have the skill to help you balance your current goals with your long term needs. With my expertise I can help you with retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and plenty more. Along the way I’ve built some credentials that give me the expertise I need to do a great job for my clients:

*Completed educational, exam, experience and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™
*Received my MBA from Texas Tech University (while working full time!)
*Completed Personal Financial Planning coursework at Southern Methodist University
*Received my Bachelor of Science from Texas A&M University
*Quoted in The New York Times, Forbes, and Yahoo Finance

In addition, it’s important to me to do something to help the next generation, so I volunteer with Junior Achievement to teach financial literacy.

Happy 2025! Wishing you joy, peace and prosperity in the year ahead. 💫✨🎉
01/01/2025

Happy 2025! Wishing you joy, peace and prosperity in the year ahead. 💫✨🎉

11/27/2024

Address

500 N Central Expressway, Ste 500
Plano, TX
75074

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