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Building Your Shortest Path to Financial Freedom

Full-service investing and financial planning for growth-minded individuals and families.

We're on a Mission to Help Build Your First (or next) Million

So You Can Focus On A Life Of Freedom + Fulfillment

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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Achieve the freedom to do everything you want and nothing you don’t.

Choose the Shortest Path to Freedom

Discover how our strategies across key financial pillars put you on the shortest path to your goals. Take our Shortest Path Assessment to quickly find gaps in these key financial pillars and expert tips to close them.

What to Expect: The assessment takes 10-15 minutes. You'll receive a personalized 5-minute review of your results, including 3 highest-impact recommendations.

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Net Worth

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Investment Returns

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How do you solve my problems?



We combine hard work and expertise to deliver results for you.



Our systems ensure consistent financial optimization.



Proven, data-driven strategies guide us.​



Being human demands a human approach. We're here for every step.

Relentless Focus On
What matters most
What we can control

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How are you different?

Rather than focusing our advice on just investments or insurance, we advise you on everything related to your ability to earn, save, or spend money.


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.

Home - Plans + Pricing

Your Choice. Our Partnership.

Transparent Pricing. No long-term contracts. Cancel anytime.



(one-time services)

Starting at $27

Get immediate clarity and expert advice with our courses and one-time financial services. These services are designed to give DIYers an edge and the exact playbook to execute an optimized plan for cash flow, investing, estate planning, insurance, and more.



(ongoing service)


Minimum monthly fee.

No investment minimums.

See full pricing

Experience investing tailored to grow your portfolio and strategically achieve your long-term financial goals. Benefit from data-driven strategies backed by millions of our own capital.



(ongoing service)


Minimum monthly fee.

No investment minimums.

See full pricing

Full-service planning and investing. Designed to put you on the shortest path to your financial goals. Maximize growth, eliminate waste, live fulfilled. Our investing service uses data-driven strategies backed by our own capital and provides expert investment advice, whether we manage your portfolio or not.

Blue Personal Objects
  • Invest

    Every month
    Data-driven portfolio management using proven strategies that built our millions.
    • Annual Portfolio Review Meeting
    • Active Investment Management with a Growth Objective
    • Customized Portfolio Tax Management
    • Access to the Investor MBA Course
    • Discounted Access to Courses for DIY Planning
    • 200+ Money Guides (Checklists + Flow Charts +Visuals)
    • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
    • Secure Third-Party Custodians (Schwab + Altruist)
  • Plan + Invest

    Every month
    Unlock financial freedom with a personal CFO. Focus on fulfillment & live without financial stress.
    • 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)
    • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
    • 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)
Feature of Invest + Plan

It's easy to get started.

It only takes 20 seconds

1. Answer 3 Easy Questions
20 seconds will determine if we might be a good fit. If not, we've still got a surprise gift for you.

2. Schedule a Free Intro Call
We'll get to know you and answer your questions. We'll also review our process and philosophy.

3. We'll Get to Work
As your partner, we'll build and execute the shortest path to your financial goals to free up your time and eliminate stress.

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

Effortlessly maintain peak financial health with our systems + strategies.

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Get Started on Your Financial Plan

Develop a durable financial plan grounded in your values and vision. Your plan will drive the creation and dynamic management of your investment strategy.


Master Money.
Maximize Fulfillment.

Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered twice a month on Saturday mornings.

Thanks for subscribing!

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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.

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Invest in a life you love with Carson Capital

It only takes 30 seconds

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