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You are here: Home / FAQs / My employer is awesome. We have 401K matching and great benefits. Do I really need a financial advisor?

My employer is awesome. We have 401K matching and great benefits. Do I really need a financial advisor?

This is a situation where a good financial planner can really come in handy. Employers with good benefits often offer several choices on their menu of options. A financial planner can help you review those choices in light of your particular circumstances so that you can maximize the benefits available to you. You don’t want to leave one penny on the table!

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About Katie

Katie Brewer - Certified Financial Planner

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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.

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