DALLAS, and FORT WORTH, Texas (PRWEB) November 05, 2018
Katie Brewer, CFP® has been named as one of D Magazine’s “2018 Best Financial Planners in Dallas” for the fourth 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 2018 issue of D Magazine.
“It’s an honor that my peers consider me one of the best financial planners in Dallas,” Brewer says. “I am passionate about promoting a fiduciary standard in my service, and working with the highly educated professionals of Gen X, including those in the fields of healthcare, law, technology and finance.”
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 also 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 YourRichestLifePlanning.com/Blog.
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.com or schedule a call at YourRichestLifePlanning.com/Schedule.