Cort Twitty

Financial Strategist
Aspen & Anchor Strategies
Salt Lake City, Utah

I’m a financial strategist, award-winning tech entrepreneur, author, and publisher, but titles have never been the point. My work sits at the intersection of money, psychology, and trust. I help individuals, families, couples, and small business owners simplify complex financial decisions—especially during moments of stress, uncertainty, or transition. I believe clarity should come before strategy, protection before growth, and trust before any recommendation. Much of what I teach was learned the hard way. I’ve experienced financial pressure personally, and I understand what it feels like to carry that weight quietly. That perspective shapes everything I do. I don’t believe in pressure-based decisions, scripted advice, or transactional relationships. I believe people deserve to feel heard, understood, and protected. Whether I’m writing, building businesses, or guiding financial decisions, my goal is the same: reduce overwhelm, restore confidence, and help people move forward with calm, informed clarity. Trust is the most important currency I work with—and I guard it carefully.

Skills & Expertise

Financial systems design with a focus on downside protection Fixed indexed annuities (FIA) and insurance-based financial architecture Tax-efficient planning for individuals and small business owners Risk modeling and worst-case scenario analysis Behavioral finance and decision psychology Go-to-market (GTM) strategy development Subscription and recurring-revenue business models AI-assisted strategy, ideation, and workflow design Automation of trust-first client funnels (non-pressure based) Small business financial structuring and optimization Pricing strategy aligned with ethics and long-term trust Narrative strategy and thought leadership development Editorial systems for publishing and content platforms Product positioning and value ladder design Client journey mapping with emotional intelligence Data-informed decision-making balanced with intuition Systems thinking across finance, technology, and human behavior Digital publishing workflows (Amazon, hybrid, imprint-based models) CRM, workflow, and process optimization for advisory practices Strategic simplification of complex financial and business problems

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