Your pursuit of true wealth begins with a framework for success. No matter your definition of true wealth, we will be there every step of the way. Our Proven Process helps us get to know you – your passions, goals, needs, and wants. From there, we develop a customized financial plan that adapts and changes as your life progresses. We'll then take the lead in executing your plan with our powerful data-driven investment strategies.
New Client Onboarding
Are we a good fit?
Getting to know us is painless. Relax in the comfort and privacy of your home or office for your free virtual consultation. You'll meet with an advisor who by their nature is energetic, transparent, and intelligent. We'll get to know you, explain what sets Carson Capital apart from other advisors or a DIY approach, and tell you exactly what you can expect if choose to work with us. The goal of this no-pressure meeting is to simply see if our team and services are a good fit for your needs. Admittedly, we do not serve everyone because we believe doing so is a fast track to mediocre results which none of our clients are looking for. We prefer to serve a fewer number of clients with excellence than the masses as a generalist producing average or even below average results.
BEFORE YOU'RE A CLIENT
INTRO & KICKOFF
From the moment you become a client, we go to work for you. In our initial kickoff meetings, we think it's important for you and your dedicated wealth manager to get to know one another because we want this relationship with you and your family to last decades, if not across generations. This meeting will be all about you. Do you have any pressing or urgent needs? What's your story? What drives you? What are your top motivating values? What are your goals?
Let's discover where your life and financial goals intersect. In this stage, we begin an in-depth analysis of all your facts and figures related to your financial picture to begin strategizing on how we can build you an unbreakable financial future. We'll work through exercises to uncover opportunities, set goals, and prioritize the most important areas of focus. At this stage, it's a joint effort as we work to learn everything we can about your financial life and more importantly about the financial future you want to invest in. Our team will spend considerable time examining your situation independently, but at certain checkpoints, we'll need your input to make sure we get it right.
YOUR WEALTH PLAN
After understanding every financial and non-financial asset in your life, we create your personalized wealth plan – a plan that’ll serve as the road map toward your goals. One thing we can plan on is this plan changing as your life progresses and we'd like to be your proactive partner that keeps this plan current alongside your portfolio. Planning is such an essential piece of any investment plan so that's why it's the starting point for any of our clients to ensure long-term success. With Carson Capital, you'll get a comprehensive plan that you can work with us to implement or it's something you can take and run on your own. See what's included in a wealth plan
We'll work diligently to implement every part of your plan if you choose us as your ongoing wealth management team. We aren’t a “set it and forget it” firm. We set your wealth plan in action, then consistently monitor your plan and keep in touch with you. Our execution is delivered by a world-class investment team and their research. Consistency is a key to our success, but flexibility is built in for any of life's surprises. See how discipline paired with a data-driven strategy is one of the most components of investing success.
30 Day Check-in
You can be as involved in your wealth plan as you’d like thanks to the Client Experience. The portal lets you access all your accounts in one place, so you can easily view your plan and track your progress.
90 Day Check-in
Once your wealth plan is in motion, we meet with you annually (at a minimum) to check in on your goals, evaluate your plan, and make sure your money is working in your best interest. Having a plan is a start – but we help ensure that the plan is in motion and stays in motion.
Early retirement? European vacation? No matter what your idea of “true wealth” is, we will help you develop a personalized wealth plan to help you pursue your goals.