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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Recently Published

Minimalism vs. Frugality: How to Use Them to Improve Your Life

August 15, 2018

As our lives have become overrun by stuff, there is a big push to simplify and save money. These two ideas come down to two big buzz words in the personal finance world: minimalism vs. frugality. There are big benefits to having less – like lower stress levels, better mental health and more time. There […]

The post Minimalism vs. Frugality: How to Use Them to Improve Your Life appeared first on Your Richest Life.

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How to Invest Your 529 Plan

July 24, 2018

A 529 Plan is a popular savings vehicle for a college education, and with good reason: they offer flexibility and decent tax breaks in a relatively simple package. But when it comes time to invest your 529 Plan, it’s easy to get tripped up. Should you invest in your state’s 529 plan? The beauty of […]

The post How to Invest Your 529 Plan appeared first on Your Richest Life.

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Your Richest Life Turns 4!

July 11, 2018

Cheers to four years! As Your Richest Life comes up on another birthday, I want to take some time to reflect on the past year and all that came along with it. I think it’s so important to stop and look at the progress you’re making. A lot can happen in a year!  Here are […]

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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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