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Let's Get To Work
Below are key details to help you get the most from our work together.
Before My Meeting
Complete your outstanding tasks in www.knudge.com
Let us know where you're stuck so we can jump in and help
Connect all accounts in www.monarchmoney.com
If you need to reschedule or cancel, use the link at the bottom of your calendar invite
After My Meeting
Meeting Notes + Action items
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You’ll receive an email from our secure AI notetaker with a summary of our meeting.
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This is for reference and includes a first draft of action items—your advisor will review and finalize them.
Tasks + Follow-Ups
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Your advisor will enter your action items into Knudge (www.knudge.com).
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You’ll get a text and email when they’re posted.
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Please complete your outstanding tasks.
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Let us know if you’re stuck on anything—we’re here to help!
Keep the Momentum Going
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If we need more time on the topic, book another meeting at www.carson.capital/meet
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Otherwise, we’ll be in touch soon to focus on the next key area and keep your finances strong and on track!
Links to Bookmark
Frequently Asked Questions (FAQs)
When are office hours available?
We hold meetings on Tuesday, Wednesday, and Thursday afternoons.
Other days are dedicated to investment management and financial planning.
How do I reschedule or cancel my meeting?
Use the reschedule/cancel link at the bottom of your calendar invite.
What if I need more time than my scheduled meeting?
For deeper discussions, book another meeting here: www.carson.capital/meet
What if I have a quick question between meetings or stuck on a task?
Send us a message in www.knudge.com or email support@carson.capital—we’ll respond as soon as possible.
What should I do before my meeting?
Complete your tasks in www.knudge.com.
Send any questions, updates, or documents in advance so we can be fully prepared.
Our Most Successful Clients:
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Action-Takers – They follow through on tasks and take steps toward their goals.
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Responsive – They check in, update us on progress, and communicate roadblocks.
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Curious & Engaged – They ask questions, want to learn, and seek clarity when needed.
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Open to Guidance – They trust the process, value expert advice, and stay coachable.
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Committed to Growth – They prioritize financial progress and make informed decisions.
