Many of my clients are physicians, or other medical professionals, seeking financial planning that addresses their unique lifestyle and financial situation. An equal number of my clients are established professionals in the law, business, and IT fields looking to conquer their financial plan. Regardless of industry, my clients are looking to live their richest life – whatever that looks like for them.
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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.
Disclosures and Forms
2025 ADV Part 2A and 2B (Firm Brochure)
Address:
500 N Central Expy, Ste 500, Plano, TX 75074