![]() ![]() If you’d like to talk to me about financial planning for Gen X and Y, please set up a FREE consultation with me so you can get started on Your Richest Life. When I’m not coaching my financial clients or spending time with my little family, I like to sing soprano in a philanthropic choir, scoot around town on my Genuine Buddy scooter, and get outdoors for a hike or a concert whenever I can. I met my husband at the Mexican food joint where we both worked while in college and it was love over guacamole. On a personal note, I live in the Dallas area, but I’m originally from Austin and get back there whenever I can. In addition, it’s important to me to do something to help the next generation, so I volunteer with Junior Achievement to teach financial literacy. Quoted in The New York Times, Forbes, and Yahoo Finance.Received my Bachelor of Science from Texas A&M University. ![]() Completed Personal Financial Planning coursework at Southern Methodist University.Received my MBA from Texas Tech University (while working full time!).Completed educational, exam, experience and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™.With my expertise, I can help you with retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and plenty more.Īlong the way I’ve built some credentials that give me the expertise I need to do a great job for my clients: And I have the skill to help you balance your current goals with your long term needs. 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. This philosophy includes comprehensive financial coaching and fee-only services. The Your Richest Life philosophy has been shaped through experiences with technology pioneer LearnVest as well as smaller boutique firms that focused on high net worth individuals. Their target market is anyone who needs a bit of handholding in the beginning stages of investing. They approach financial advising from a traditional human-assisted point of view. I’ve been fortunate to accumulate over 10 years of experience working with clients and their finances through some of the most forward-thinking organizations in finance. These advisors will provide you a customized investment portfolio after a phone call or online chat. You don’t have to feel afraid about your money when you are in control of it! Together, we will develop a plan to put you in charge of your financial future. I have only one person to answer to for the work I do – you! Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I provide comprehensive financial coaching through fee-only services. ![]() I work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. Whether you’re a physician, a business owner or other professional, I understand your struggle to make time for your finances, and I’d like to help. Financial planning can easily fall to the wayside, but there isn’t a better time for you to be making financial strides. When you’re a professional under 55, you’re juggling a high-intensity job along with the demands of life and family. I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that busy individuals working to balance their professional and personal lives should have access to a financial planner who specializes in what they need. Read our Privacy Policy and our Cookie Policy. The FCA does not regulate tax or estate planning. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.įull details can be found by clicking here. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Registered Office: Sovereign IFA Limited, C/O Blenheim, Elm House, 10 Fountain Court, New Leaze, Bradley Stoke, Bristol, BS32 4LA. ![]() You can find Sovereign IFA Limited on the FCA register by clicking here. Sovereign IFA Limited is authorised and regulated by the Financial Conduct Authority. ![]()
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