Katie B.
Katie B.
Katie B. is a successful financial planner and coach with a decade of experience in the industry. She graduated from Texas A&M University with a bachelor's degree and she received an MBA from Texas Tech University's Rawls College of Business. Katie also studied a certificate program at Southern Methodist University. She started helping working professional couples manage their finances better after taking a personal finance class in college. Her passion for the subject led her to pursue it as a career. Katie is a Certified Financial Planner® and the President and Fee-Only Financial Planner at Your Richest Life. She has also been a founding member of the XY Planning Network. She is dedicated to helping clients align their money with their goals and values.