We are back and today’s guest is Katie Brewer, CFP®. She started Your Richest Life as a Fee-Only financial advisory firm to provide “honest and independent” financial advice to X and Y Gen clients. Katie is an proud member of the XY Planning Network, the FPA, and NAPFA. She has over 10 years of financial planning and she’s been quoted more times than any other young planner that I know.
Who else would be so
crazy awesome to study for the CFP® and an MBA at the same time?
I’m excited that she gets to share her tenacity with you today and I hope you enjoy the interview as much as I did!
“The more that you know about where your strengths lie.. the more that you’re able to know if it makes sense for you to start a firm…or partner with somebody else… or be a junior planner… or something else.”