Your Richest Life

  • Home
  • About
    • Start Here
    • Meet the Planner
    • Who We Serve
  • Services
    • Financial Plans
    • 401(k) & Retirement Plans for Small Businesses
    • Speaking
  • Press
  • Blog
    • Financial Planning
    • Tax
    • Insurance
    • Investing
    • Employee Benefits & Career
    • Retirement Planning
    • Student loans
    • Estate Planning
    • Kids
    • College Planning
    • Buying a Home
    • Selling a Home
  • Contact

As Featured In

You are here: Home / Archives for checklist

Managing Your Year End Financial Checklist

December 7, 2016 By Katie Brewer

The end of 2016 is rapidly approaching, but before you can set your tasks and goals for the year ahead, it's a good idea to wrap up the ones still on your plate. Here are some things you can do to finish off the year and start fresh on the right foot: 1.  Take Stock of Your Year When you started 2016, chances are you had some goals and ideas in place for the year ahead. What are you still Continue Reading

Filed Under: Financial Planning Tagged With: checklist, end of year taxes, financial checklist, tax checklist

Let’s Connect!

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

About Katie

Katie Brewer - Certified Financial Planner

Get Started

Clock • Source: Unsplash by petradr http://unsplash.com/post/68620380613/download-by-petradr • License: CC0 - http://creativecommons.org/publicdomain/zero/1.0/

Katie is a Proud Member of …









Explore the Blog

Connect with Your Richest Life

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

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)

Privacy Notice

Disclosures

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

[footer_backtotop]

Copyright © 2025 Your Richest Life · Site built by Smarty Pants Media Solutions · Log in