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Early Fall Financial Refresh

August 10, 2025 By Katie Brewer

Back-to-school season is here, and you don’t have to be a student to take advantage of that feeling of renewal. This is the perfect time to open a fresh notebook, review your finances and make a plan for the rest of the year. Review Your Year: Fall Financial Reset Get started by taking stock of where you are right now. Look back at your spending, saving and investments from this year, and note Continue Reading

Filed Under: Financial Planning Tagged With: fall finances, fall prep

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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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