Practices to promote financial literacy
Create educational resources
I have deliberately limited one-on-one financial planning to 10 hours per week, so I can spend more than 20 hours per week creating educational resources to give away for free. I am sharing my comprehensive financial planning process, including how I review real financial documents and discover opportunities for collaborative conversations at MeasureTwiceMoney.com. I have outlined 88 financial planning topic areas that will become educational articles and video course chapters to help DIY investors begin creating their own financial plans. I also host live webinars and Twitter Spaces without a sales pitch, with all of this educational content unrelated to my financial planning firm.
Cody Garrett
Owner and financial planner
Measure Twice Financial