Cody Garrett, CFP® Measure Twice Financial

About Cody Garrett, CFP®

Comprehensive financial planning for families on the path to financial independence as DIY investors.

The 3-month collaborative planning process includes a full analysis of your finances, detailed personal recommendations, and most importantly – a measurable action plan to help you achieve your financial objectives with clarity and confidence.

To maintain transparency and avoid conflicts of interest, I provide truly comprehensive financial advice for a simple flat fee, without managing your investments or selling any commissioned products.

Financial planning with Measure Twice Financial is most appropriate for families who would like to go ‘beyond the basics’ and receive professional guidance and education when making financial decisions, but prefer to implement those decisions themselves.

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Ideal Clients

  • Advice-Only
  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials
  • Young Families

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $6400+/engagement

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