Cody Garrett, CFP®Founder, Financial Planner

As a CERTIFIED FINANCIAL PLANNER™, I am passionate about providing conflict-free financial education to help DIY investors refine their path to financial independence (FI). I believe that truly comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.

My goal is to translate the complexity of financial topics into a simplified narrative to help you align your money with your personal values and objectives.

As a trusted source, my financial education insights have been been featured in articles by Forbes, Barron’s, Yahoo Finance, FOX Business, MarketWatch, Morningstar, Business Insider, CNBC, and ABC.


Go beyond the basics, receiving new articles, videos, and planning tools as they are released.