This advisor specializes in the following areas of expertise:
- Helping Clients Identify & Achieve Goals
- Hourly Financial Planning Services
- Middle Income Client Needs
- Women's Financial Planning Issues
I specialize in working with Gen X and Gen Y professionals to help put together the puzzle pieces of your financial life.
I work with clients to put in place student loan payoff strategies, retirement planning, better systems for monthly cash flow, employee benefits evaluation, debt payoff, insurance and estate planning, and more.
My clients include those working in law, technology, energy, engineering and finance, and other fields.
I do not have an asset minimum to be able to work together, but instead offer a structure with a reasonable upfront fee and an ongoing monthly fee that allows us to continue working together as life changes and as you have questions.
Hi! I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that professionals should have access to a financial coach. The financial world looks nothing like it did for our parents, so members of Generations X and Y are creating their own financial path. I can work with you to relieve stress about money by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I have only one person to answer to for the work I do – you!
I was just crazy enough to pursue my CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification and my MBA while working full time because I was so focused on achieving my goals, so I understand the passion you have behind achieving yours.
I've been fortunate to be featured in national publications such as Forbes, New York Times, Money, and others. I regularly blog about financial topics for working professionals and speak to groups about ways to have a better relationship with money.
NAPFA Start Date
January 27, 2015