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You are here: Home / Archives for millennials

Choosing the Best Financial Planner for You

May 27, 2015 By Katie Brewer

Whether you're a recent graduate or a seasoned professional, a single person living in the big city or a family living in the suburbs, you could most likely use the advice of a financial planner. A big misconception is that financial planners only manage the big bucks of the country's wealthiest people, but that couldn't be farther from the truth. The trick is to find the best financial planner Continue Reading

Filed Under: Financial Planning Tagged With: budgeting, emergency savings, financial planning, Gen X, insurance, investments, millennials, prioritizing, student loans

Popularity of Online Financial Planning Growing

April 21, 2015 By Katie Brewer

Death to Stock Wired

The days of making an appointment at your bank branch or meeting with your parent's financial advisor to seek financial advice are over. The traditions of handshakes and signing papers are a thing of the past -  online financial planning is the way of the future. My recent article on Money.com talks about the benefits of having virtual relationships and why millennials along with Generation X-ers Continue Reading

Filed Under: Financial Planning Tagged With: financial advice, Gen X, millennials, online financial planning, virtual financial planning

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About Katie

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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