The Legacy Retreat
Make Quantum Leaps in Your Business and Life in Just One Day
Tap Into My Mental and Relationship Capital to Collapse Time in Your Business and Finances–and Create a Lasting Legacy–in this Immersive 1-1 Experience.
Apply for the retreat
One agenda: your richest life.
Get away from the noise. Gain clarity, peace of mind, confidence, and legacy. Invest a full day with me at my lodge (a.k.a. “Cash Cabin”) near Park City, Utah.
We have one agenda: to create your richest life.
Give Yourself the Gift of Breakthrough with a One-On-One Immersive Experience
Come spend a full day with me one-on-one at my Cash Cabin lodge near Park City, Utah.
We have one agenda: to create a life you don’t want to retire from by taking your business, finances, and life to a new level of prosperity more quickly than you ever thought possible.
I’ll help you remove busyness and embrace your best life day-to-day.
We’ll dive into anything and everything required to create this financial and legacy breakthrough. I’ll help you assemble your financial team, plug financial leaks, identify and eliminate limiting financial beliefs, and capture the essence of your heritage – of your family name – and who you are when you’re at your best.
This is far more than saving tax or plugging financial leaks.
(Although I’ve saved attendees millions per month in taxes, interest, and inefficiency in their insurance investments.)
This is also beyond finance and money: this is legacy and generational wealth.
With the Family Legacy Rings as our guide, I’ll help you build your Family Office (financial team), your Family Constitution (statement of purpose, letter of wishes and capture framework for your legacy plan), and Family Retreat structure (including your family crest, traditions and ways to invest in your heirs).
Plus, the aspen trees, river, beautiful views, great food, coffee or whiskey (if that’s your thing) is the ideal setting for a world class experience to bridge the gap between where you are and where you want to go. To design a life you don’t want to retire from and have the space for creating massive results (some may call it magic) to happen.
You will leave with a specific, detailed, and actionable plan: five crystal clear objectives working towards your vision, the relationships required for implementation, and the essential elements for building a lasting legacy.
There is also space for deeper healing. This is about identifying your blind spots, facilitating breakthroughs, and diving deep into the most meaningful aspects of life and legacy. Sure, your business will grow. And yes, you will grow your wealth. You will also grow your life, leave a great impact and imprint, and create a clear vision that leads to lasting wealth that you get to enjoy along the way.
This isn’t about working harder or saving more, or even having a huge task list of things to do. This is about clarity, peace of mind, and confidence. This is about finding the five things you want to do more of, and letting go of or limiting the things that no longer represent who you are or where you want to go.
Apply for the retreatThe Fastest Way to Get Where You Want to Go…
Is to Immerse Yourself with Someone Who’s Been There
You’re driven to live your fullest, richest life. You may be more successful than almost anyone you know. Yet still feel stuck at your current level.
The next level isn’t about working harder or doing things on your own.
It can be discovered with an outside perspective, the right environment, the best connections. Also, an investment in yourself—your quality of life, your perspective, and your cash flow.
This isn’t about how hard you try, or doing more of what you have already done. This is a new way of being. One where you win before you begin, where you know your win, find your flow and blur the lines between work and play.
The place where feeling content while being able to grow on your terms can co-exist. Where you can feel present, assured, and fulfilled.
What’s Keeping You Stuck and Frustrated?
- Perhaps you feel exhausted from the number of people relying on you and the pressure of earning while working far too many hours.
- Maybe you feel disappointed after following a path you were told would make you rich and happy, but it feels hollow.
- Maybe you pay too much tax or need to fill in the gaps with your financial team.
- Has the work that got you here harmed your relationships due to the hustle and grind, and not having your highest and best energy for your family?
- You may even feel guilt or shame, wondering if you are worthy of having the life you love.
- Or you might have big problems in your business that need sophisticated solutions, or big opportunities to capitalize on.
- Whatever your current growth or struggles and limitations, you’re ready to overcome them and take your business and life to a whole new level.
- Working harder isn’t the answer. Doing what you have done got you to this point, but now might be the main obstacle in your way.
- You might be one relationship or one idea away from the next level of prosperity, but only if you design the model and game worth playing, the life worth living. Let's build this together.
You can keep grinding it out on your own over the next months or years. Or you and I can work together and figure it out in just over a day.
The Cash Cabin experience nurtures the soul, and frees the mind. After a breakthrough session, we may process by walking the river. Feeding the fish in my pond. Or I might make you a latte or pour-over, if that’s your thing.
We will remove the limitation and constraint of not having enough time, money, or ability.
Those are only limitations when we try to do too much on our own. When we think we have to do everything by ourselves, we impose limits on our life, on our vision.
I’ll help you get out of your own way to expand your vision and improve your life.
Apply for the retreatGet Exclusive Access to My Rolodex of Strategic Partners
The time you and I invest together will be invaluable. But there’s another benefit that’s perhaps even more valuable.
Because this is an invite-only, vetted experience, I’ll also introduce you to my Rolodex of strategic partners. You will have full access to anyone and everyone I know who can support your results.
For over a quarter of a century, I’ve cultivated these relationships with other highly successful entrepreneurs, marketers, content creators, therapists, attorneys, tax specialists, and professionals.
These are the best of the best who can also help you implement any ideas we create together.
Once we determine your exact desires and situation, I’ll personally introduce you to the partners you require for the full implementation of the strategies we create together.
I guarantee that these introductions alone will be worth far more than your investment in the immersion.
Apply for the retreatMy Commitment: Make the Investment Worth It
Tap into my knowledge. Get access to all of my relationships. Shave off years of worry and work.
We got this.
Whatever you’re struggling with, this is the container to access the solution. The space and the surroundings are all part of the recipe.
It can’t happen in a boardroom. It won’t happen with a phone call. This is about immersing yourself in an environment that invites extraordinary results.
The success rate? 99 percent.
And that 1%? It was one person that got through our filters and wasn’t a fit. So we’ve updated our process to make sure our success rate is again 100%. With this, my commitment is to help you leave with clear value, practical next steps, and a stronger financial game plan.
I leverage my quarter of a century of coaching. My experience in building and selling businesses, creating intellectual property, and mentoring.
This is my gift, what I love to do, and what I am built to do.
Whatever reason people join me, we usually accomplish that early in the day. This allows for the unexpected. Healing and letting go of limited beliefs. Improved marriages. Improved health.
I can help you identify your blind spots, avoid traps, uncover hidden resources and leverage points, capitalize on opportunities, and ask you the questions to design the life you love.
Apply for the retreatYour time at the lodge.
My cabin is located in Kamas, Utah (just east of Park City), about an hour outside of Salt Lake. You will fly into the Salt Lake airport on a Thursday. We will pick you up from the airport and drive you to the cabin, where you’ll spend Thursday and Friday nights.
We have everything at the cabin to have a focused, productive day with no interruptions. We have Starlink WiFi, so you can connect with family or move the ideas forward in real time.
We’ll dive deep into anything and everything you want to discuss about your business and life. All of our time together will be recorded (for your eyes and ears only). You’ll receive a transcript of the recording, and Tricia, my assistant and sister, will take notes (and Kristina will cook) throughout your experience.
On Friday evening, I’ll make all the connections for any relationships that can support and accelerate your results.
We will drive you back to the airport on Saturday morning.
I only do two of these a month, so I’m selective about who I work with.
My rules:
- Can we be lifelong friends?
- Would I open up my entire rolodex of relationships?
- Can I create meaningful value through tax, cash flow improvement, risk mitigation, business growth, etc?
If any of these questions are a no, then it’s a no go.
If they’re all yes, I’m ALL IN.
The Process: Apply and meet with my team. They will do a Discovery Session to dive deeper and understand how we can best serve you, then do a full Report of Findings to show the plan and return (Cash Cabin or not).
Only then will you and I do a quick interview to make sure this is a perfect fit.
This is not the most ‘leverageable’ or scalable business model, but I love it. I love this level of connection. I love the uniqueness of every single session. From crying as we read the Family Constitution for the first time, or processing and breaking through limitations, or saying something out loud for the first time that leads to healing and growing.
I get a chance to really get to know you. See you. Hear you. Share my favorite place on earth with you. I’ll be vulnerable so you have permission to share. This is a safe and sacred place that was the beginning of many businesses, extraordinary breakthroughs, and even the dream of someone owning a private jet and creating the plan to get there.
Here we help people discover their model for business, model for life, and model for legacy. This is what I was built for, what I love to do, and would be honored to consider your application.
Apply for the retreatAn Inside Look at the Legacy Retreat Experience
In their words
Experiences with me and my team.
The Short Story: In the first ten minutes he and his team found us millions of dollars in tax savings and by the end of the day my wife and I had a plan for capturing that wealth and investing it based upon our interests. Seriously, the very first thing they found was that big, and then we spent time identifying several other ways to keep more of that revenue that we make. These are all straightforward to implement and we were connected with experts to help us. Second, we have set up the right accounts to ensure that our investment goals are achieved by automatically moving money into an account for this purpose. We are now working with his team on the best, protected, tax- advantaged place to build this capital. And a year later, we were able to buy our dream property, acres and acres, without touching savings. This experience was that powerful. The amount that we invested for the day was .001 percent of what we gained. The best investment we’ve ever made.
If a doctor told us we were Ill, what would you pay to get healthy again? We were not well in our family finances and our soul (we know Garrett as an expert in finances and Soul Purpose). We invested the money and after three days with some unbelievable like-minded people, and some out-of-this-world presenters (Especially Garrett) we were super pumped and had a workbook filled with strategies, tactics, notes and an exciting “to do” list. After this action-packed weekend we wanted more and asked Garrett if he would go deeper just with my wife and me. What can I say? Double, if not triple the value of the three-day workshop. Garrett gave us that edge we needed to tackle our challenges. Now we are two months out and we have direction, we have purpose, we have the advisors we need, we have more peace and we have improved financial and soul health. Just invest the money, do the work and live your dream life!
Hey man, the Cash Cabin immersion was awesome. It was the perfect experience at the perfect time. Well worth the price of admission. The environment away at the cabin was great for getting a different perspective and advice. It was extremely personalized to the opportunities I’ve been wrestling with in business and finance. After running some large businesses ($100mm+) within a bigger company I left to start my own. 2 years in, we’ve got good revenues but are stalled out. I felt frustrated and stuck. Garrett got to know me and my business and helped me make a specific action plan. I got some tough love about improvements I needed to personally make. And I left with a battle-plan, introductions to people to help me with specific opportunities and peace of mind about how to grow my business and personal wealth. I recommend it to anyone!
Going on this immersion I had no idea what to expect. I was scared nervous and excited all at the same time. I called 15 different people to advise me on what to do and finally made my decision. Just by submitting myself to go and invest in myself helped me grow more than I knew. Spending time with Garrett and having someone from the outside come in and share their thoughts and insights helped immensely. The takeaways that I had on the immersion will create value far beyond what I invested. I left there with more excitement, a game plan to win then play, and actionable steps to take me to the next level. If Garrett offered me to come back for another immersion, I would do it right now. The value of this immersion was immense. I’m ready for another one!
"Garrett we were talking about you all day. The visit was magical. It’s super fun having the show business connection, and we left with such clarity, calm and relief. Thank you for that. I know we were meant to connect and that this will be a long friendship."
"Just by having your team review our taxes, we found that we will save $15,000 in taxes, every year. Best $1,000 investment. Thanks, Garrett."
"My wife and I have been clients of Garrett and his team since 2012. Our personal experience has demonstrated that the cash flow strategies work better than you can imagine, and have transformed our financial life dramatically. We have almost $1 million of measurable cash we have captured of the last decade. Getting tax credits, adding money to our cash value effortlessly, redesigning our loans and insurance, The current economic crisis would be super stressful for us if we hadn’t had the guidance we received from Garrett and his team."
"I met Garrett at an event where he spoke. Afterward I went through his Cash Recovery process. I wasn’t expecting a huge return, but I was floored when his team found $6,500 per month for me. Not with budgeting, but by saving tax, negotiating better interest rates, and redesigning insurance plans. This was a game changer. It felt virtually effortless."
"I have been working with Garrett and his team for only the past 6 weeks and my results have been spectacular. I am a professional and have owned my practice in the medical field for the past 24 years. Although I have attended other financial seminars and read other financial books and systems this has been the most revolutionary for my life in such a short time for many reasons … Garrett and the team have done a great job breaking down the dysfunctional complexity to a set of inspiring basic principles which make sense and have helped give new meaning and understanding on how the system really works and how to succeed. In addition … On the first meeting with my cash flow specialist he made several good suggestions, one of which quickly saved me $3,400 in monthly cash flow!"
"I’m a skeptic, and took my time researching Garrett, talking to his team. We waited almost nine months before engaging. They solved my IRS issue I had been dealing with for years and going backwards with. Not only that, they helped restructure loans, reallocate funds to pay off inefficient loans, and improve my cash flow by thousands each month. I'm blown away."
"I was making great money, but I couldn’t pay all the bills. But Garrett showed me Cash Flow Optimization, which freed up over $7,000 a month between our business, homes, and other properties. It's crazy to say that, but everything has changed."
"I had 16 loans on my business and was feeling overwhelmed. I was actually able to recapture $17,000 using the three 'R's' Garrett and his team showed me. I no longer have to worry about payroll. My focus has drastically change, my life is less stressful and I am more productive."
"Garrett and his team helped me to to increase my cash flow by $2,500 a month, which allowed us to move into our dream home and buy a new car, all while building more wealth. We are now better off both financially and in our lifestyle. We maximized cash flow, saved money, and have a better quality of life."
Individual experiences and results vary. These testimonials describe work with me and my team across different services and are not a guarantee of future results.
Apply for a Legacy Retreat Immersion Experience with Garrett
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