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Your Richest Life Listed on InvestmentNews 40 Under 40

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Your Richest Life is coming up on its third birthday! I believe it's important to take the time to look back on the achievements of each year in business. It gives me the chance to reflect on where I've been and where I'm going. One of the best parts of this year was making the InvestmentNews 40 Under 40 list, which is the magazine's roundup of industry professionals making an impact. I was Continue Reading

Happy Second Birthday to Your Richest Life!

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Your Richest Life is two years old! It has been a challenging, exciting journey, one that is constantly evolving. Owning my own business has been a lot of work, but it's work I love and have fun with. Here are some of the highlights over the last year: I've had the honor of speaking at several professional women's conferences and organizations, including the Texas A&M Foundation Women, Continue Reading

Connect with Your Richest Life

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.

Address:

1008 Ridge Rd, Rockwall, TX 75087

Disclosures and Forms

2018 ADV Part 2A and 2B (Firm Brochure)

2016 Privacy Notice

This site is published for residents of the United States only. Your Richest Life may only conduct business with residents of the states and jurisdictions in which Your Richest Life is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

This webpage offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Your Richest Life, LLC. Your Richest Life, LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

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