DALLAS AND FORT WORTH, TEXAS | NOVEMBER 15, 2019
Katie Brewer, CFP® has been named as one of D Magazine’s “2019 Best Financial Planners in Dallas” for the fifth year in a row.
Katie Brewer is the owner of Your Richest Life, a fee-only financial planning company helping mid-career physicians, attorneys and other high-income earners take charge of their financial lives. This distinction is listed in the November 2019 issue of D Magazine.
“I am honored that my peers consider me among the best financial planners in Dallas,” Brewer says. “I am passionate about serving highly educated professionals under 55 and promoting a fiduciary standard in my work.”
Katie Brewer was listed on InvestmentNews’ 2017 “40 under 40.” Qualifications for this honor include accomplishments to date, contribution to the industry, leadership and promise.
Katie coordinates the regional quarterly financial planner education meetings for NAPFA, the National Association of Personal Financial Advisors. She is also a founding member of fee-only financial planning network XY Planning Network.
She regularly contributes to financial articles and podcasts writes financial planning articles for professionals at YourRichestLifePlanning.com/Blog.
D Magazine asked CFP® professionals in the Dallas/ Fort Worth Chapter of the Financial Planning Association to cast an online ballot to select the best certified financial planners in the area. Votes from outside firms weighed more heavily than inside firm votes. Only eligible CFP® professionals were considered for the list. The final list was reviewed by esteemed local financial planners.
About Your Richest Life
Your Richest Life is a virtual fee-only financial planning firm based in the Dallas area. The owner, Katie Brewer, CFP®, has more than 15 years of experience in the field. Her passion is helping clients get their financial lives in order.
You can contact Katie Brewer at info@yrlplanning.com or schedule a call at YourRichestLifePlanning.com/Schedule.