Cody Garrett, CFP®Core Values: Generosity, Transparency, Intentionality

As a CERTIFIED FINANCIAL PLANNER™ professional and advice-only 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 education can provide the clarity and confidence necessary for families to implement their own well-informed decisions.

Rather than telling others what to do, 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 featured in articles by Forbes, Barron’s, Yahoo Finance, FOX Business, and more.


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