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Managing Your Year End Financial Checklist

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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

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Katie Brewer, CFP® is a Dallas, Fort Worth, and online fee-only financial planner with over 10 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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