MTP Member Testimonials
Alyssa
90-Day Preview Member
MTP has been invaluable for me, as a career changer and aspiring planner. Without it, I would feel so lost trying to navigate this new industry! Cody is personable, intelligent, and so patient with his clients - he provides such an inspiring take on what financial planning can be.
Melissa
90-Day Preview Member
As a career changer, being a member of Measure Twice Planners is an invaluable resource. We get an inside peek of what it is like to be a financial planner along with tools to help us gain experience. It's been great to hear from other aspiring and financial planners.
Christopher Brannan
90-Day Preview Member
As a career changer, the program provided me with invaluable knowledge, tools, and personal interactions that helped prepare me for future client interactions while also earning CFP experience hours.
Meaghan Brugge
90-Day Preview Member
As a career-changer and new planning business owner, the 90-day preview was an excellent experience for me! I am still shaping my business and would recommend this program to anyone looking for ideas on building meaningful client relationships, process outlines, or a modern take on what financial planning can be. Cody's empathy and enthusiasm is inspiring, and he shared some insights which I am adopting into my own practice.
Skyler Fleming
90-Day Preview Member
Measure Twice Planners helped me learn a lot more about financial planning that you just don't get from reading books and studying for the exam. I was also very grateful to be able to earn some CFP experience hours along the way. The program helped expand my vision of what financial planning can be and also gave me an opportunity to apply some of my education to real-world scenarios.
Sheri Kazmierczak, MBA, CPA, NSSA®
90-Day Preview Member
The MTP program has been an invaluable resource and has far exceeded my expectations. Cody’s passion as an educator provides a fun and personable experience. He incorporates other experts from the financial planning community keeping the MTP forensics sessions detailed and thorough. I have been impressed with the variety of topics from financial coaching to tax prep. I highly recommend this program to anyone on the CFP journey.
Kyle Bakas
90-Day Preview Member
I wish I had known about your program prior to taking the CFP® exam. It would have provided much greater context for what a financial planner actually does and how theory intersects with practice and software. I have used your program as a way to review and enhance my understanding of concepts. Thank you for the work that you do!
Jackie Cummings Koski, CFP®, MSPFP, AFC®
Official Member
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.
Jaaziel Palacios, EA
Official Member
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!
Shane Sideris, CFA
Official Member
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 helped me grow my business by significantly improving my financial planning skills.
Kevin Lam, CFP®, CPRS™
Official Member
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 helped me grow my business by significantly improving my financial planning skills.
Spenser Liszt, CFP®
Official Member
Measure Twice Planners is an intentional and thoughtful course meant for authentic financial planners who want to provide value above and beyond the industry standard.
Joe Petry, PhD, CFP®
Official Member
As a career changer, I completed the undergrad curriculum for financial planning, a Master's 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. For someone 1-5 years into the profession who wants to master the material and add maximum value for the families they serve, MTP is a must.
Kevin Estes, CFP®, MBA
Official Member
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.
Conny
90-Day Preview Member
I absolutely loved my time with Measure Twice Planners. As a career changer, it’s easy to get caught in the loop of second-guessing yourself—what if I’m making the wrong decision again? MTP gave me the space and structure to explore the world of financial planning in a real, hands-on way. Through the course, I was able to step into the shoes of a financial planner, support real client scenarios, and get a true sense of what this career path feels like day-to-day. It wasn’t just about logging hours—it was about building confidence, clarity, and community. If you’re on the fence or just curious about financial planning, this is the kind of experience that helps you move forward with intention.
Ian
90-Day Preview Member
I am so glad I joined! Watching full client meetings has been insightful and expands my perspective of the impact a career in financial planning can have. The bi-weekly case studies are filled with experienced professionals, technical information, and soft-skill insights, which I love as a supplement to my outside education. Since I am early on in a career change into financial planning, I've found myself being inspired by Cody's own journey from music to owning his own firm and have found many tips and unique perspectives around career, education, and the CFP certification process in the Q&A calls.
Anonymous
90-Day Preview Member
As a career changer entering the financial planning profession, I’ve found Measure Twice Planners to be an incredibly insightful and valuable resource. The preview alone offered a wealth of information and gave me a positive, relationship-focused perspective on what it truly means to be a financial planner. I deeply appreciate the emphasis on building trust with clients first and approaching planning as a collaborative process. I highly recommend Measure Twice Planners to anyone considering a career in financial planning or looking to gain meaningful experience hours—it’s a fantastic way to learn and grow in this field.
Matthew
Official Member
I relied heavily on your content and grew tremendously as a planner. I credit you with so much of my development as a planner and recommend your course and community to literally anyone early in their development. You gave me the confidence to forge my own path at the moment I needed them. I'm forever grateful for you.
Jill
Official Member
Cody teaches financial planning in a positive, transparent manner. He is willing to share his knowledge, his joy in helping others and his templates in order to help others learn and succeed. Measure Twice Planners is a great venue to learn, ask questions, gain experience hours and be a part of the financial planning community!
John
90-Day Preview Member
For a career changer, post retirement, CFP such as myself, Measure Twice's 90-Day intership plan offers a highly valuable insight into how Financial Planning is actually done. It would be well worth the money at ten times the cost.
Sohrab
90-Day Preview Member
This is a great resource for anyone who wants to get a deeper understanding of the financial planning profession. The community is knowledgeable, helpful and supportive. The resources are well designed and thoughtfully presented. I would highly recommend it to anyone in the financial planning world!
Stephanie
90-Day Preview Member
Excellent course! You will learn so much!
Cameron
90-Day Preview Member
I just started your 90-day preview, and it's phenomenal. Thank you so much!
Anonymous
90-Day Preview Member
I'm really enjoying the content and I sincerely appreciate all the work you've done in marking this education available for new planners. I've learned more here in the last month than I have in 9 months as an Associate Financial Planner. Thank you so much!
Anonymous
90-Day Preview Member
Just in the last two months, I've learned so much and feel much more comfortable with certain financial planning topics.
Anonymous
90-Day Preview Member
The Measure Twice Planners program provided access to real world financial planning scenarios. This experience has helped confirm my desire to become a financial planner!
Anonymous
90-Day Preview Member
Cody is generous to career changers and cultivates a community of helpers and mentors who want to help people enter financial planning.
