Absolutely. You’ll see the greatest results after working together for at least 12 months, but you there is never any obligation to continue working with me. A thirty day notice is required to cancel, and your final month’s fee will be prorated so that you only pay for the service you have access to.
As Featured In
Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 15 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.
Disclosures and Forms
2024 ADV Part 2A and 2B (Firm Brochure)
Address:
500 N Central Expy, Ste 500, Plano, TX 75074