Measure Twice Planners Annual Membership ($649)

Members of Measure Twice Planners receive the following benefits:

  • "Create a Comprehensive Financial Plan" video course, including dozens of downloadable planning templates and calculators - taught by Cody Garrett, CFP®

  • Niche Expert Presentations, learning from 30+ generous Measure Twice Planners members

  • Real financial planning case studies, including actual client meeting recordings
  • Live (and recorded) member video meetings to learn from others in a group setting

  • 30+ CFP Board Accepted CE hours available (upon verified content completion)

  • Up to 550 CFP Board Accepted Standard Pathway Experience Hours available on demand + 50 per month ongoing (upon verified content completion)

  • Mentorship opportunities with dozens of practicing financial planners

    Bonus: $49 of every annual membership fee will be earmarked to fund needs-based CFP® education scholarships, positively impacting the future of the profession from a place of generosity!

What Current Members Are Saying:

For someone 1-5 years into the profession that wants to master the material and add maximum value for the families they serve, MTP is a must.

Joe Petry, PhD, CFP®

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!

Jackie Cummings Koski, CFP®, MSPFP, AFC®

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.

Spenser Liszt, CFP®

$649.00 USD

Every year

Your payment information will be stored on a secure server for future purchases

Terms and Conditions: As a member of Measure Twice Planners, I acknowledge this content provides only general explanations and education, not personalized investment, tax, or legal advice.

This membership will automatically renew on the annual anniversary date unless canceled.

Ongoing member content and event updates will be emailed, and notifications may be unsubscribed within user settings.

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