Budgeting CFP Estate Planning 
Your Richest Life
JULY 17, 2024
This is why everyone needs a budget, because no matter how much money you have coming in, you should still have a plan for it. Money lesson #8: Estate planning is important, and nobody really wants to do it. Money lesson #3:Prioritize retirement savings. Keep your eye on your own goals, and the things you want most.
eMoney Advisor
FEBRUARY 16, 2023
Financial Planning for a Lifetime You’ve just spent six months working with a new client to implement a financial plan. It’s important to keep in mind that overextending the services you offer could lead to inefficiencies in your financial planning process. What does that long-term relationship look like?
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Your Richest Life
NOVEMBER 22, 2023
At the end of the year, there’s a trend that happens for many people: a much more relaxed approach to spending and budgeting. However, if you approach sales with a strategy, you can save yourself money – without blowing your budget. For more information on the services offered, contact Katie today.
Your Richest Life
AUGUST 10, 2024
Use the time now to look ahead at upcoming expenses, set a budget, and look into deals if you can. If you plan on traveling, set alerts now to get the best deal on flights and hotel costs. There can be a lot of expenses in a short period of time, and it’s easy to get carried away. Check these tasks off your list by Dec.
International College of Financial Planning
APRIL 20, 2022
Once you understand your financial situation, you can start to think about a plan to reach your goals. It includes budgeting, saving, and investing. Budgeting is the process of allocating your money to different expenses. Financial planners help people manage their money and plan for their financial future.
Your Richest Life
MARCH 15, 2022
Charitable Giving: How to Work it into Your Life, Budget and Estate Planning. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Natural Disasters: Prepare Your Family and Help Others. About Your Richest Life.
Harness Wealth
MAY 25, 2023
Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.
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