Reviews

  Right away, Garrett was very honest about not being a right fit for my personal financial needs. I was very appreciative of his transparency and being so straight forward with me. Even though we decided not to work together, he still gave me some helpful tips on how to proceed with my own personal goals. Was only on a call with him for 15 minutes but he seems very patient, nice and helpful.

  I met Garrett on a flight to San Luis Obispo and the next thing I knew, a few days later, I was catching a sunrise at the peak of one his favorite trails. That pretty much sums up how Garrett has impacted my life; he's guided me on a financial journey that has led me to enjoy new horizons that I couldn't achieve on my own. Believe me, I tried. Garrett was so generous with his financial tips on our first chance meeting that I felt equipped to tackle my financial woes without him. Six months later, I found myself confused and fighting back tears when I finally opened up the credit card statement that I had been ignoring. That's when I realized that I needed help, and it's one of the best decisions that I've ever made for my personal growth.

The biggest benefit that I've gained from working with Garrett is the ability to make decisions that support my values; I financially prioritize the things that I really care about. As a result, I have a trip to Japan and Korea coming up, that I thought would never happen.

Garrett's approach is primarily empathetic; he takes the time to patiently listen to my financial situation in order to focus on reversing my bad habits in a nonjudgmental and supportive manner. After each meeting, his tailor fit gameplan is always structured in a way that allows me to work on things one step at a time. In trusting him and his process, I'm enjoying my life in a way that has left a profound impact on not just myself but everyone around me as well.

  Garrett is a delightful money-sprite who creates both fiscal ease and effervescent joy. While working with him, I not only managed to come up with $15K in six months to pay my taxes but also began to feel strangely enthusiastic about managing my budget. To top it all off, he embraced the magenta font I used for spreadsheets.

One of the things I appreciated most about his approach was his willingness to listen to what I value and help me mold my spending to reflect these values. I never felt that he was judging my choices, only that he wanted to make sure my behaviors were in line with what I claimed was important to me. In this way, I began to feel empowered to spend money more mindfully. If anyone can entwine Buddhist philosophy and fiscal habits, it's Garrett.

If you can snag a spot with him, you most definitely should! Your wallet and soul will thank you (and Garrett).