top of page

Building Your Shortest Path to Financial Freedom

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

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

So You Can Focus on a Life of Freedom + Fulfillment

Maximize your return on life.

with my boys .png

Hi – I’m Donovan Carson. I'm here to help you grow and manage your money so you can live life on your terms.

My
WHY

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

Choose the Shortest Path to Freedom

Discover how 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.

Pillars shortest path with explanation .jpg
Checkmark .png

Maximize

Checkmark .png

Net Worth

Checkmark .png

Income

Checkmark .png

Savings

Checkmark .png

Returns

X .png

Minimize

X .png

Stress

X .png

Risk

X .png

Taxes

X .png

Debt

How do you solve my problems?

7.png

EFFORT

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

8.png

CONSISTENCY

Our systems ensure consistent financial optimization.

9.png

STRATEGY

Proven, data-driven strategies guide us.​

10.png

ACCOUNTABILITY

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

Relentless Focus On
What matters most
What we can control

Monitor + Adjust Your scorecard of key financial health metrics.png

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.

carson-10.jpeg

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. No investment minimums.

15.png

COURSES + COACHING

(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.

14.png

INVEST

(ongoing service)

$150

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.

13.png

INVEST + PLAN

(ongoing service)

$500

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.

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.

wOS new _edited.png

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.

1-page-plan_Page_1.png

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!

Donovan Headshot - Blue Frame.png

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.

iPhone 14 Pro Max in deep purple color_Mastering Money Newsletter iOS home screen. (4).png
Mountains

Invest in a life you love with Carson Capital

It only takes 30 seconds

bottom of page