Garret Carlson

How do I help our clients Live a Richer Life®?
I help clients align their wealth with what truly matters—whether it’s family, philanthropy, or that midlife llama farm dream—through genuine care, holistic planning, and a dash of financial magic.

How do I align my time and money with my values and passions to Live a Richer Life®?
Aligning time and money with your passions starts with a gut-check: what truly makes you tick—family, health, or maybe competitive knitting? Track your spending, ditch what doesn’t serve you, and put your cash towards joy. Budget for passion projects, cut out energy-drainers, and keep reassessing (life changes, after all). Sprinkle in some fun, seek guidance, and remember: money talks, but time spent laughing is priceless!