Katie Brewer, CFP® Your Richest Life

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About Katie Brewer, CFP®

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 creating their own financial paths. I can work with you to relieve stress about money by helping you clarify your goals, identify and eliminate obstacles to those goals, 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. The Your Richest Life philosophy has been shaped through experiences with technology pioneer LearnVest as well as smaller boutique firms that focused on high net worth individuals. This philosophy includes comprehensive financial coaching and fee-only services.

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.

On a personal note, I live in the Dallas area, but I’m originally from Austin and get back there whenever I can. I met my husband at the Mexican food joint where we both worked while in college and it was love over guacamole. We have a four-year old daughter who’s a play-doh artist.

When I’m not coaching my financial clients or spending time with my little family, I like to sing soprano in a philanthropic choir, scoot around town on my Genuine Buddy scooter, and get outdoors for a hike or a concert whenever I can.

If you’d like to talk to me about financial planning for Gen X and Y, please set up a FREE consultation with me so you can get started on Your Richest Life.

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The post Tax Season: Prep Help for Last-Minute Tax Filing appeared first on Your Richest Life.

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The post Tackling Student Loan Debt of $100,000 or More appeared first on Your Richest Life.

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Tax Prep Tips for the Self-Employed Physician

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The post Tax Prep Tips for the Self-Employed Physician appeared first on Your Richest Life.

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Ideal Clients

  • Attorneys
  • Generation X
  • Medical Professionals
  • Women

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly: $75+/mo + $750+ upfront
  • Hourly: $150/hr
  • Flat Fee: $750+

SEC Records

States Registered

  • Texas

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