Who it's for

Leeway Planning is for families of high earners who:

  • also believe that "prescription before diagnosis is malpractice"
  • are ready to bring structure to their financial plans
  • expect professionalism and transparency before, during, and after an engagement


Key principles

Leeway Planning rests upon the following:

  • Process
  • Partnership
  • Pricing


Cody's Note

Hello and thank you for stopping by.

I'm an independent fee-based CERTIFIED FINANCIAL PLANNER™ practitioner (I agree -- a bit wordy, but rules is rules!) who would rather see your money work for you and not the other way around.

The mission is to help hardworking, driven professionals create and maintain lives of financial peace and prosperity.

Growing up, I watched my parents make financial decisions with a pen, the back of an envelope, and heaping scoops of the we'll-figure-it-outs. There were stories galore about learning things the hard way when it came to credit cards, saving, and money in general.

Armed with a desire to avoid some of the same experiences, I've learned that that living the life you want, building generational wealth, and securing your financial future need not be in competition among each other.

It also helps to have some Leeway on your side.


Cody L. Ward

Financial Investment Services | About Leeway Planning MA