I can’t believe it’s been five years since I started Your Richest Life. This is a big milestone in the life of a business, and it has been an exciting journey so far.
Of course, there have been ups and downs. If you are starting a business yourself, you can expect a lot of surprises and course correcting. Just keep taking action and trying new things, and eventually, you find what works for you and your clients.
I also like to look back on where I’ve been and what I’ve done over the past year in business.
Some of the highlights have been:
- Working with over 120 families to date
- Working with over 40 families on an ongoing basis
- Expanding to a team of 3
- Contributing to websites and publications like Magnify Money, CBS News and Business Insider
- Adding more videos to my YouTube channel
- Writing more than 20 blog posts for my own website
- And looking forward to speaking again at FinCon this September!
On a personal note, I recently returned from an amazing European vacation with my husband and daughter. We got to visit France and Ireland.
My daughter just started fourth grade, and will start playing the cello this year. My husband is happy in his work as an aerospace engineer. They are both my biggest cheerleaders!
I’ve expanded my team and my client base this year, and I’m always learning new ways to add value for my clients and reach more people. But the cornerstone of Your Richest Life remains the same: a dedication to helping my clients build the financial lives of their dreams.
As a fee-only financial planner, my commitment is to helping my clients achieve overall financial well-being. The work can be challenging, but it gives me the flexibility to work with the clients I really feel I can help, while still having the freedom to give back to the community and spend time with my family.
I want to extend a big thank-you to my husband and my daughter, my two biggest supporters, for cheering me on. Their encouragement has kept me going and helped me grow my business into what it is today. I am also blessed to be surrounded by friends and mentors in the industry who have been kind enough to lend a helping hand or a new perspective along the way.
And of course, thank you to my clients for trusting me with your questions, your dreams and your fears. I have been honored to work with so many amazing people from the beginning. I am looking forward to what this year has in store for Your Richest Life.
About Your Richest Life
At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. For more information on the services offered, contact Katie today.