Your Richest Life's Katie Brewer, CFP® Named One of D Magazine’s “2017 Best Financial Planners in Dallas"

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Katie Brewer, CFP® from Your Richest Life is listed as one of D Magazine's "Best Financial Planners in Dallas" for the third year in a row.

Katie Brewer, CFP® has been named as one of D Magazine’s “2017 Best Financial Planners in Dallas” for the third year in a row. Katie Brewer is the owner of Your Richest Life, a fee-only financial planning company helping Gen X physicians, attorneys and other high-income earners take charge charge of their financial lives. Katie is frequently sought by the media to provide financial insight into issues affecting this target group. This distinction is listed in the November 2017 issue of D Magazine.

“I am excited to be selected by my peers for a third time as one of the best financial planners in Dallas,” Brewer says. “I am passionate about serving the highly educated professionals of Gen X, including those in the fields of healthcare, law, technology and finance, in a manner that promotes a fiduciary standard and reduces any conflicts of interest.”

Katie Brewer was listed on InvestmentNews’ 2017 “40 under 40.” Qualifications for this honor include accomplishments to date, contribution to the industry, leadership and promise.

Katie is a founding member of fee-only financial planning network XY Planning Network. She regularly speaks to women’s professional groups and writes financial planning articles for professionals at

To choose the best certified financial planners in the Dallas/ Fort Worth area, D Magazine asked CFP® professionals in the Dallas/ Fort Worth Chapter of the Financial Planning Association to cast an online ballot. Votes from outside firms weighed more heavily than inside firm votes. Only eligible CFP® professionals were considered for the list. The final list was reviewed by esteemed local financial planners.

About Your Richest Life

Your Richest Life is a Dallas, Fort Worth, and virtual fee-only financial planning firm. The owner, Katie Brewer, CFP®, has over 10 years of experience. Her passion is helping clients get their financial lives in order.

You can contact Katie Brewer at info(at)yrlplanning(dot)com or schedule a call at

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Katie Brewer
since: 09/2014
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