If you can confidently decide on the right approach to paying off debt, choosing retirement accounts, maximizing your employee benefits, saving for your kids to go to college, and all the other decisions that play a part of your financial plan, then yes you certainly can. However, a professional brings years of experience and a big-picture approach to those choices. There’s a certain peace of mind that comes with having a wing man when you are building your wealth.
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
2025 ADV Part 2A and 2B (Firm Brochure)
Address:
500 N Central Expy, Ste 500, Plano, TX 75074