We’re excited to welcome XYPN member Cody Garrett, CFP®, founder of Measure Twice Financial—an advice-only firm based in Houston, TX. After 10 years in the music industry, Cody jumped into a career in financial planning. As Cody learned about financial planning, he shared blogs to teach others at the same time. His generosity changed the trajectory of his career.
Cody lasted two and a half years at an RIA before the floodgates opened. Dozens of clients started reaching out wanting planning advice—without investment management. After two months, he generated more revenue than an entire year. So, he made the decision to go solo.
In this episode, Alan and Cody discuss the importance of empowering clients to get involved with their finances. Measure Twice Financial leads by example—simplifying financial topics to help DIY investors to align their money with their values. Cody built his firm from the ground up, finding his ideal client before choosing a service model and fee structure. His goal is to change the perception of a financial planner's role by increasing the transparency of planning.
If you’re interested in advice-only planning or are looking to align your professional goals and values, this episode is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/344
Today, we talk to XYPN member Ethan Miller, CFP®, founder of Planning for Progress—a fee-only firm based in Washington D.C.
Ethan started his career in labor and union organizing which gave him the passion for working with individuals one-on-one to empower them to make the world a better place. Financial planning seemed to be the perfect way to help clients lead socially responsible lives while building financial stability. He launched Planning for Progress in 2016 part-time to build slowly (and remain an active part of movements for social and economic justice). After 4 years, his network and niche aligned. Ethan relaunched in 2022 as a full-time advisor and now serves 70 clients in a calendar year.
This episode is fun—and brutally honest. Ethan shares his experience of transitioning between service models to fit his ideal client by embracing both comprehensive and project-based service models and getting his existing clients on board.
If you’re thinking about starting a firm part-time or looking for ways to incorporate your values into your business, this episode is full of advice for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/343