Create a Financial Plan with Confidence
As a member of Measure Twice Planners, you will sharpen your knowledge, expand your professional network, and provide more value to the people you serve as a financial planner!
What are current members saying?
Michael Davidoff, CFA, CFP®
"The Measure Twice Planners education program provided me with the clarity and confidence I needed to get me over the fear of starting my own advisory practice. The added bonus of joining a community of other talented and collaborative advisors is invaluable. Thank you, MTP!"
Shane Sideris, CFA
"This course is a must for anyone who wants to become a serious financial planner. The curriculum serves as a trusted resource that I often refer to while building a financial plan for clients. It has the perfect balance between quantitative and qualitative lessons. This course has helped me grow my business by significantly improving my financial planning skills."
Kevin Lam, CFP®
"I joined Measure Twice Planners expecting to learn from, and collaborate with fellow planners who value diligence, excellence, education, transparency and generosity, and who practice truly in the best interests of the families they serve. My expectations were much more than fully met!"
"The Measure Twice Planners course is a treasure trove of financial planning insights! Cody’s intentionality, organization, and client experience obsession permeate the program. Above all, he embraces the individuality of personal finance. He explores hundreds of insights, teaching planners how to greet common misperceptions with empathy and harness positive mental accounting to drive positive client outcomes."
Jackie Cummings Koski, CFP®, MSPFP, AFC®
"Watching Cody's approach to Financial Planning was part of what inspired me to explore the profession. The way he leads with transparency and education is a huge credit to the field, and what he put together with MTP was like a breath of fresh air! He not only shows his process but also generously shares his resources and examples. It became the guide I needed to kick start my own business model."
Joe Petry, PhD, CFP®
"As a career changer, I completed the undergrad curriculum for financial planning, a Masters in planning, the CRPC, and the CFP. None of that was as practical nor as helpful as Measure Twice Planners. Cody has created a detailed how-to manual for financial planning. To master the material and add maximum value for the families they serve, MTP is a must."
"Amazing Program! There's a baseline course outline that gives anyone much-needed exposure to different elements a planner can help their clients with. After the basics, there's a constant flow of new expert insights uploaded on a regular basis!"