Meet the Host: Cody Stansell, Senior Wealth Advisor and Owner of Stansell Wealth Planning
Meet Cody Stansell, the passionate Senior Wealth Advisor behind Stansell Wealth Planning, where biblical principles and comprehensive financial expertise come together. Cody's approach isn't about selling products—it's about building lifelong relationships as a trusted financial concierge for his clients.
The comprehensive services at Stansell Wealth Planning cover every aspect of financial life—investment management, retirement planning, tax optimization, estate planning, college savings, insurance, and more. But what makes their approach truly distinctive is understanding what clients really want. "None of them say their goal is to be wealthy," Cody reveals, "but almost all of them say they just don't want to be poor and have to rely on their children." By creating tailored plans that address these core concerns, Cody helps clients build the confidence to live financially free lives. In an industry where trust is everything—"very hard to obtain and very easy to break"—this client-first mentality has fostered a thriving practice built largely on referrals.
To learn more about Stansell Wealth Planning visit:
https://www.StansellWealth.com
Stansell Wealth Planning
5550 Granite Pkwy, STE 270
Plano, TX 75024
469-606-2040
Episode Transcript
Welcome to the Steadfast Wealth Planning
Podcast, where faith andfinancial wisdom come together.
Hosted by Cody Stansel, ownerand senior wealth advisor, we
provide comprehensiveChristian-based financial
planning to help families,individuals and business owners
build a life they're proud tolive.
From investment management andtax planning to preparing for
(00:25):
retirement, we're here to guideyou with clarity, integrity and
purpose.
Let's get started.
Speaker 2 (00:37):
Welcome everyone.
I'm Sofia Iveth, co-host andproducer here in the studio with
Cody Stansel, Senior WealthAdvisor for Steadfast Wealth
Planning.
Cody, how's it going today?
Speaker 3 (00:50):
Doing well.
Thank you, Sophia.
Thanks for having me.
Speaker 2 (00:54):
Of course so, cody.
Over the years you've grown aremarkable following.
However, some listeners may notbe familiar with your whole
journey.
Let's take it from the top.
Could you share a little?
Speaker 3 (01:10):
background about your company and what you do.
Yeah, absolutely so.
Our firm is Steadfast WealthPlanning.
We're a comprehensive financialplanning firm, which all that
means is we help folks with thebig picture a lot of different
aspects, right so?
Investments saving forretirement.
We do a lot of differentaspects, right so investments
saving for retirement.
We do a lot of tax planning forour clients.
That's a big need, especiallyin today's world.
(01:31):
We want to make sure yourestate plan is in order, saving
for college, stock options, lifeinsurance, the whole game,
right.
We want a lifelong relationshipwith our clients and kind of be
a concierge to their financiallife, not just offer products.
We are also a Christianfaith-based firm, so all of our
(01:52):
team members have a faith.
It's very important to us.
It's not a requirement for aclient to have the same faith,
but just that mentality, evenour business.
Steadfast is a biblical term.
We have a stewardship mentality.
So it's not our money, it's ourclients' money.
They've entrusted us to helpmanage it for them.
Speaker 2 (02:11):
Most definitely because through God all things
are possible.
Speaker 3 (02:16):
I appreciate that yeah.
Speaker 2 (02:17):
So, cody, when you're not busy running your business,
what do you do for fun?
Speaker 3 (02:23):
Yeah, great question.
I am married to my beautifulwife, melissa.
We do have three children.
My oldest is eight, then I havea six-year-old and then a
one-and-a-half-year-old littleboy.
So on a busy days, being dad isreally important to me right
now.
I played baseball my whole lifea big sports guy.
I played baseball in college.
So I try to stay active.
(02:47):
My wife is also a personaltrainer, so she is very fit.
My fitness goal is not be thefat guy married to the hot girl,
so that's my overall fitnessgoal.
So trying to stay active,chasing my kids around,
obviously running a business,that keeps me pretty busy.
Speaker 2 (03:02):
So, cody, we know marketing is key to any
business's success.
How do you market your business?
Speaker 3 (03:09):
Yeah, absolutely so.
As you can imagine, clientreferrals is a big source.
It's really gaining trust withyour current clients, treating
them well, serving them rightand, of course, by nature,
they're going to refer theircoworker, family member, sister,
whoever it may be.
This business is all abouttrust.
It's very hard to obtain trustand to earn trust over time.
(03:32):
Very easy to break it.
So when you're handlingpeople's finances which are
vulnerable businesses, Verysensitive topic Trust is key.
So we have a lot of clientsthrough that referral system.
And just treating clients well,helping them grow their money,
make wise decisions that's wherea lot of our clients come from.
Speaker 2 (03:52):
Cody, you're a very busy person, In your own words.
Why are you doing this?
Speaker 3 (03:59):
Yeah, absolutely so.
As a faith-based individualright, I feel like it is my
calling.
I feel like this is my passion,what the Lord has called me to
do, and especially this day andage, there's a lot of folks that
need financial planning.
A lot of baby boomers areretiring and they don't have a
plan.
(04:19):
They're not confident in themoney that it has or they're
afraid they're going to run out.
A vast majority of my clientsnone of them say that their goal
is to be wealthy, but almostall of them say they just don't
want to be poor and have to relyon their children or somebody
else to financially provide forthem that resource to create a
(04:39):
plan, build confidence, knowthat they're not going to spend
too much and that enables themto live a financially free life.
That's incredibly rewarding forus in what we do.
I love what I do, verypassionate about it, and I'm
very excited to help folks.
Speaker 2 (04:57):
Love it, cody.
We'll catch you in the nextepisode, where we'll dive into
some frequently asked questions.
Speaker 1 (05:12):
Have a fantastic rest of your day, you too.
Thanks, sophia.
Thanks for joining us on theSteadfast Wealth Planning
Podcast.
Ready to take the next step inyour financial journey?
Visitsteadfastwealthplanningcom for a
complimentary consultation orcall 469-606-2040.
Smart planning, christianvalues, a life well lived.
We'll see you next time.
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