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Create your account and receive a FREE financial assessment

How does it work?

It takes 5 to 10 minutes

Download our invitation-only app.
Click this link from your smartphone to download

it for free.

Fill out your information.
You'll be guided through a series of simple questions to fill out your information to populate your scorecard.

Receive your financial assessment video.
I'll send you a 2-4 minute personalized video with insights on what you're doing well and opportunities for improvement.

That's it!

If you want to learn more after receiving your video, we can hop on a call to chat about working together further. No pressure or obligation, though. You'll still have a few tips and confidence in your next steps with your money.


Invest in a life you love with Carson Capital

Investment management and financial planning for self-starters and entrepreneurs.

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