![]() ![]() “These blog posts require me to educate myself,” said Cody. Every blog post requires thorough research and careful writing to be accurate. Not only do his blog posts teach others about financial planning, they help Cody learn even more about the profession. He wants his blog to educate people on finances honestly without being sold any sort of product. That’s why Cody launched a website, Measure Twice Money, just a few months ago. “So I feel like education plays the major role in planning. “Both of those things require education, because if you aren't able to educate the client about where they are, you can't talk about where they're going,” said Cody. While most people think of financial planning as an information dump followed by being told what to do, Cody believes that the value in planning is “the clarity and peace of mind” planners bring to clients. ![]() Whereas if you don't have expectations, or low expectations, you can be pleasantly surprised.” The real value in financial planningĬody’s favorite part of being a financial planner is honest financial education. “If you have really high expectations of something, it's more likely to not meet those expectations. It’s not the typical way many people get started in a firm, but it was like “going to see a movie without seeing the preview first, which can be actually great,” said Cody. Joe’s godfather took on the role of his mentor, and Cody learned everything from client meetings to investing to opening accounts and more. And he needed at least two years of experience if he actually wanted to become a CFP using the accelerated path. Once he discovered that his godfather worked in the profession, Cody began the CFP education program.Īfter completing the financial planning fundamentals class, followed by insurance and risk management, Cody realized he wanted to know more. Cody began devouring financial podcasts like Radical Personal Finance, The Money Guy Podcast, and much more. What made Cody realize he wanted to pursue financial planning? After going through the Financial Peace University program, he wanted to learn more. “And I feel like that's only a half truth.” “Most people think about musicians or being a musician as, ‘oh, you're sacrificing your finances and a lot of other parts of your life because you love music,” said Cody. Cody was always interested in personal finance, and being a musician, he knew he’d have to figure out his money at some point. While his role at the church was fixed and regular, he found it difficult to balance work and life, especially when he was at home most days and working most nights. He worked as a music director for contemporary worship at a church for eight years, on top of music arrangement, Broadway music tours, and studio work. A pianist since the age of five, Cody studied music theory and contemporary piano performance in college. Coming to the profession from a music backgroundĬody’s career began in music.
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