Measure Twice Money

Data Gathering 2.0 - Beyond the Numbers

February 06, 2022 Cody Garrett Episode 3
Measure Twice Money
Data Gathering 2.0 - Beyond the Numbers
Show Notes

Cody Garrett, CFP® shares the relationship-building opportunities he perceives within the financial planning data gathering process.

Show Links:
Data Gathering Checklist - "Every number in your life with a number on it"
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations