Measure Twice Planners

During this episode, I share my thoughts about launching an advice-only financial planning firm and deciding not to manage any client investments – specifically to serve different people differently – not to claim all other service and compensation models are bad. I recorded this episode about 7 months after launching my financial planning firm, and I hope it helps you gain additional clarity about your desired business model and ideal client avatar. Learn more about official membership benefits at MeasureTwicePlanners.com.

During this episode, I share my opinion about an often overlooked part of the financial planning process – data gathering, including examples of how I go beyond the numbers when reviewing financial documents. If you want to download my data-gathering checklist, see how I review dozens of real financial documents and discover unique opportunities for deeper client conversations, consider becoming an official member of Measure Twice Planners – with access to my 7-hour video course that shares my entire financial planning process. MeasureTwicePlanners.com includes all the membership details.

During this episode, I share my personal journey from being a professional musician to becoming a financial planner, including how I found my first job, launched my own financial planning firm, and learned a ton along the way – with immeasurable support from others.Learn more about official membership benefits at MeasureTwicePlanners.com.

During this episode, we get to learn a ton about mortgage financing and re-financing from our guest, Drew Curtis, whose unique experience through the recent Nike Swoosh of interest rates can help us have deeper conversations about home ownership and debt repayment strategies.To watch an additional 30 minutes of our conversation in the full video interview, consider becoming an official member of Measure Twice Planners at MeasureTwicePlanners.com. As of this recording, for $549, you can also gain annual access to over 30 hours of educational video contact, including my 7-hour video course – How to Create a Comprehensive Financial Plan – plus all my downloadable templates and calculators!

During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.Email the CFP Board: Experience@CFPBoard.orgCFP Board YouTube Channel: YouTube.comFPA Residency: FinancialPlanningAssociation.orgExternship + Amplified Planning CORE Program: AmplifiedPlanning.com

Learn more about the FIRE movement from Jackie Koski, CFP®, MSPFP, AFC® and Dan Huffman, CFP® Candidate as they share their unique paths to financial independence that started long before becoming financial planners.

UPDATE: Emma's student loan calculator recommendation has since changed. She was initially using Finology, but since it has run into issues, she switched to VIN Foundation's calculator. She likes it much more, and it's free!!Learn more about federal student loan repayment options and our unique opportunities to have deeper conversations with the people we serve.Connect with Emma: LinkedIn.comEmail Emma: Emma@PerkPlanning.comPerk Financial Planning: PerkPlanning.comFederal Student Loan Dashboard: StudentAid.govPSLF Employer Eligibility Search: StudentAid.gov

Learn more about the Measure Twice Planners podcast with host Cody Garrett, CFP®.Learn more about Measure Twice Planners membership and its numerous benefits at www.MeasureTwicePlanners.com.