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Garrick Batley, MS, CFP®

@garrickbatley

489

followers

805

following

Guiding high achievers to build,
protect & align wealth with their values 📈
Purpose-driven strategies 💡
Legacy that lasts generations 🔐

POSTS STORIES REELS TAGGED

Growth rarely happens by accident. Grateful for another day spent sharpening our leadership, communication, and client experience alongside @ray.sclafani and the team at @clientwisecoach #GetClear #GetFocused #GetResults taken in Dallas, Texas by @garrickbatley

10

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5 months ago

“Enough” is not a number.
It’s a mindset.

When you recognize that what you already have is plenty,
contentment follows.

And from contentment comes clarity.
From clarity comes confidence.
And gratitude quietly opens the door to growth.

We don’t build wealth to prove something.
We build it to live fully.

Send this to a friend or family member who needs this reminder today. taken in United States by @garrickbatley

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9 months ago

Culture keeps telling us to do more.
Buy more.
Chase more.

But wisdom invites us to pause.
To be still.
To notice what’s already here.

“Enough” isn’t settling.
It’s recognizing the abundance that already surrounds you.

When you stop measuring life by accumulation,
you start experiencing it with clarity and gratitude.

Send this to a friend or family member who needs this reminder today. taken in United States by @garrickbatley

6

1

9 months ago

High earners don’t wait for January to get serious about their money.

They reset before the calendar flips.

Here are 5 moves that create clarity, control, and momentum:

1️⃣ Update your net worth baseline
2️⃣ Review every recurring expense
3️⃣ Confirm your benefits
4️⃣ Rebalance your portfolio
5️⃣ Schedule your big financial conversations

Clarity doesn’t come from guessing.
It comes from structure.

SAVE this. Then execute. taken in United States by @garrickbatley

16

1

9 months ago

Most people don’t lose money from bad years.
They lose it from small year-end mistakes that compound quietly.

Here are the Top 3 to avoid right now:

1️⃣ Ignoring tax brackets & income thresholds
2️⃣ Mishandling investment gains & losses
3️⃣ Letting cash sit idle without strategy

What you do in the final stretch matters more than most people realize.
This is where smart money gets intentional.

Save this before the year ends. 💰 taken in United States by @garrickbatley

20

1

9 months ago

The world sells speed.
More deals. More pressure. More noise.

But real success is quieter.
It’s peace of mind.
It’s space to breathe.
It’s connection over constant accumulation.

When your financial life supports your actual life —
not just your lifestyle —
that’s abundance.

This is what we build toward.
Not just wealth… but freedom that feels light.

Send this to a friend or family member who needs this reminder today.

#wealthymindset #wealth #financialfreedom #wealthyliving #financesolutions #finance #fiancialadvisor #mindset #lifestylecreep taken in United States by @garrickbatley

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2

10 months ago

Financial peace doesn’t come from complexity.
It comes from clarity.

From intention.
From simplifying what actually matters.
From using money as a tool — not a source of pressure.

When your finances are aligned,
decisions feel lighter.
sleep comes easier.
and freedom stops feeling so far away.

This is what happens when strategy replaces stress.

Send this to a friend or family member who needs this reminder.

#wealthymindset #mindset #financesolutions #finances #financialfreedom #finance #wealthyliving #wealth taken in United States by @garrickbatley

8

2

10 months ago

High earners don’t wait for January to get serious about their money.

They reset before the calendar flips.

Here are 5 moves that create clarity, control, and momentum:

1️⃣ Update your net worth baseline
2️⃣ Review every recurring expense
3️⃣ Confirm your benefits
4️⃣ Rebalance your portfolio
5️⃣ Schedule your big financial conversations

Clarity doesn’t come from guessing.
It comes from structure.

Save this. Then execute. taken in United States by @garrickbatley

37

1

10 months ago

You don’t need a new year to make smarter money moves.
You need the right ones.

Here are 5 year-end financial opportunities most people overlook:
1. Audit withholding & estimated payments
2. Review your benefits before they reset
3. Restructure high-interest debt
4. Refresh your savings buckets
5. Analyze your spending patterns

Small moves.
Serious financial impact.

Save this before the year closes out.
Comment “YEAR END” if you want help prioritizing these. 💰

#finance #mindset #moneymoves #financialfreedom #wealthymindset #finances #wealth #financesolutions taken in United States by @garrickbatley

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6

10 months ago

How he thinks I see him today, but this is how I’ll always see him. 🥹 Can’t believe we’re visiting colleges already, time flies!!!

#family #familyfirst #collegevisits #financialadvisor #mindset #wealthymindset #wealthyliving #financialfreedom #myboy by @garrickbatley

43

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a year ago

Having systems in place for spending and saving money helps you stay disciplined and prevents setbacks from decision fatigue.

I want to know in the comments, do you have the right systems in place? 👊🏼

#financesolutions #wealthymindset #finances #mindset #wealth #wealthyliving #finance #savings #financialfreedom #savingsgoals #lifestylecreep taken in United States by @garrickbatley

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5

a year ago

In her book The Happiness Project, Gretchen Rubin said, “The days are long but the years are short”. Your plans that seem so far off will be here before you know it. Plan and save early so you have options when “someday” happens.

#mindset #wealth #finance #finances #financesolutions #wealthymindset #wealthyliving #savings #savingsgoals taken in United States by @garrickbatley

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3

a year ago