Jeff takes the pod solo with his guest, Cody Garrett of Measure Twice Financial, who breaks down his “advice only” financial planning operation. They discuss the branding elements that go into providing paid financial advice for the anti-financial-adviser population. Cody lets us in on the success he has had advising these DIY investors, to the extent that he only works 10 hours per week.
Guest Bio:
Cody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. As a Certified Financial Planner™ professional, Cody specialize in comprehensive financial plan development, topic research, and personalized financial education. Cody believe that truly comprehensive financial advice can provide the clarity and confidence necessary for families to implement their own well-informed decisions.
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