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Building Your Shortest Path to Financial Freedom
Full-service investing and financial planning for growth-minded individuals and families.
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Want to join us?
Financial tactics and tools to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on Saturday mornings.
Hi – I’m Donovan Carson. I'm here to help you grow your wealth so you can live life on your terms.
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My
WHY
Achieve the freedom to do everything you want and nothing you don’t.
The shortest path requires...
Maximizing Growth
Eliminating Waste
and doing it all consistently to compound results
Achieving financial freedom or goals is about maximizing your investments while eliminating waste and risks in areas like cash flow, planning, estate, insurance, taxes, and more. Furthermore, your results will suffer if you lack the time, energy, interest, or know-how.
How do you solve my problems?
EFFORT
We put in the hard
work for you combined with our expertise.
CONSISTENCY
Our systems ensure consistent financial optimization.
STRATEGY
Proven, data-driven strategies guide us.
ACCOUNTABILITY
Being human demands a human approach. We're here for every step.
Relentless Focus On
What matters most
What we can control
How are you different?
Experienced
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7-figure portfolio by age 27 while making an $68k average salary.
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Deep experience investing in stocks, real estate, angel deals, private equity, and private credit.
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B.A. in Finance + Entrepreneurship
Ultra-high-net worth services, regardless of your level of wealth.
We believe everyone should have access to the best investment strategies and financial planning services.
Choose how to partner with us
No long-term contracts. Cancel anytime.
PLAN + INVEST
(ongoing service)
Full-service planning and investing. Designed to put you on the shortest path to your financial goals. Maximize growth, eliminate waste, live fulfilled. Our optional investing service utilizes data-driven strategies backed with millions of our own capital.
Plan + Invest
500$Every monthTake the shortest path to your financial goals. Maximize growth, eliminate waste, live fulfilled.- Full Access to Advisor (Weekly Mtg Options)
- 1-on-1 Strategy Sessions (March | October)
- Wealth Optimization System (annual 700+ point analysis)
- Full Financial Plan Detailing Your Shortest Path
- Budget + Cash Flow Automation (manage in minutes each month)
- Values, Vision and Goals Planning
- Estate Plan (State-Specific Will, Trust, POA, Guardianship)
- Tax Planning (annual 40-point analysis)
- Debt Consolidation + Reduction Strategy
- Credit Optimization
- Equity Compensation
- Business Planning (Succession, Exit, Cashflow Plan)
- Insurance Planning
- Group Benefits
- Family Support + Education
- Retirement Planning
- Quarterly Financial Progress Reports
- Digital Account Security Audit + Organization
- Unlimited Access to All Financial Courses
- 200+ Expert Money Guides
- Active Investment Management
- Alternative Investments (Real Estate, Private Equity...)
- Strategic Borrowing Against Investment Accounts
- Customized Portfolio Tax Management
- Charitable Portfolio Management (DAF)
- Secure Third-Party Custodians (Schwab + Altruist)
1. Schedule Intro Call
We’ll cover what you’re looking
for and what I do for clients every day.
2. I’ll build a plan
I’ll build you a financial plan and
investment strategy that frees up time and eliminates stress.
3. Live the life you want
You can live your life with the
freedom to keep building things
that matter.
Assess Current Situation
700+ point annual assessment across every financial discipline (cash flow, investments, estate, taxes, insurance, debt, giving, etc.)
Prioritize Opportunities
We prioritize and incorporate high-impact opportunities into your financial plan.
Execute Improvements
We ensure the task is completed correctly by providing ongoing guidance and holding you accountable every step of the way.
Wealth Optimization System
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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered twice a month on Saturday mornings.
Master Money.
Maximize Fulfillment.
Hey! I'm Donovan Carson. I want to show you the truths, tactics, and tools that I used to build 7-figure financial freedom by age 27. This is not for you if you're just looking for basic advice on how to retire by 65.
