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You are here: Home / Archives for back-to-school checklist

Fall Checklist for Financial Wellness

August 10, 2024 By Katie Brewer

Even as an adult, that back-to-school energy can make you want to buy a fresh notebook and get organized. So why not embrace it? The last few months of the year are often some of the busiest, so now is a perfect time to get prepared and check off some important tasks before your schedule gets too overloaded. Financial Fall Checklist: Prepare for upcoming expenses For many people, the last Continue Reading

Filed Under: Financial Planning Tagged With: back-to-school checklist, fall finances, fall financial checklist, organizing

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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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