Your Richest Life

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Start Here

As a busy professional, you might not have the time, knowledge or desire to create the comprehensive financial plan that you need. Your financial plan must be uniquely yours, and it must serve you and your long term goals. I work to help you and your family map out a course that prioritizes your financial wellness.

And because I don’t sell any products, I don’t have any conflicts of interest influencing the way your plan unfolds. I only represent you – and your interests – when giving you advice. Let’s get started planning Your Richest Life today.

 

 

Who We Serve


Busy professionals under age 55 who are juggling multiple priorities

Looking for a long-term advisor relationship

High-income earners making $200,000 or more per year

 


Committed to improving financial life and collaborating with an advisor they trust

Appreciates the ability to work virtually with a financial advisor

 
 

FREE Consultation

Before we decide to work together, let’s chat about what your financial circumstances and goals are. I’ll give you my honest feedback about where you are with regard to your goals and if I think I can help you achieve them. You’ll have the chance to get to know me and decide if I’m the right partner to help you live Your Richest Life. You can schedule your FREE consultation now.

If we do decide to work together, we’ll breakdown your financial planning into two parts – the comprehensive financial plan and the ongoing coaching and monitoring.

 

Pricing

In order to make the process attainable for as many people as possible, I’ve spread the payments out over time. If you decide to work with me, you pay an upfront fee ranging from $2,000-3,000. After that upfront fee, you will pay a monthly fee of $200-500 per month.

 
Physicians
$200-$500 monthly
$2,000-$3,000 upfront
Balancing lifestyle, short term goals and long term goals
Act as an advocate to help discern what's in your family's best interest
Add to Cart
 
Business Owners
$200-$500 monthly
$2,000-$3,000 upfront
Address both business and personal financial wellness
Determine which small business retirement plan works for you and your company
Add to Cart
 
Professionals
$200-$500 monthly
$2,000-$3,000 upfront
Saving for a house, child’s education, paying down student loan debt, etc.
Increase confidence to help you take control of your finances
Add to Cart

 

Schedule Your FREE Consultation Now!

 

FAQ

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If you are ready to start down the path to your richest life, why not go ahead and schedule your FREE consultation now. The sooner you start, the sooner you’ll get there!

 

Not ready to schedule a consultation just yet?

Check out the Blog, which includes financial planning articles to help you live Your Richest Life, or you can enroll in the free Your Richest Life 5 day email course to start taking control of your finances.

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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

2022 ADV Part 2A and 2B (Firm Brochure)

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Address:
500 N Central Expy, Ste 500, Plano, TX 75074

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