There’s still time to make progress towards your financial goals. Use this financial checklist to see what you can do.
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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 years of experience. Her passion is helping clients get their financial lives in order to start living their richest lives.
Your Richest Life is a Fee-Only financial advisory firm providing honest and independent financial advice. Our clients, the members of Generations X and Y, have a different relationship with money than their parents did. Your Richest Life is a registered investment advisor offering advisory services in the state of Texas and in other jurisdictions where exempted.