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I use technology to provide personalized financial planning services virtually to Gen X/Y clients

Posted by Shuang Chen on May 13, 2016

Katie Brewer is a certified financial planner. She started Your Richest Life because she believes that young professionals should have access to a financial coach. Below is our interview with Katie.

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Financial Planners: Identify and Manage risk

Posted by Shuang Chen on March 10, 2016

Banks, life insurance companies and financial planners are all in the business of identifying and managing risk for their clients. There are a lot of similarities between how banks and life insurance companies manage risk and the tools financial planners use to help clients manage their financial futures. 

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