The Flourish Client Group includes full-service financial planning, coaching, and ongoing support to help you make consistent progress throughout the year. Our meetings focus on making meaningful decisions and moving your plan forward with clarity and confidence.​

​

ADVISOR ACCESS

• Advisor Office Hours (Monthly) - 15–30-minute meetings for quick questions, progress updates, or accountability check-ins.

• Strategy Sessions (Up to 4 per year) - 60 minutes — ideal for planning, strategy, and major decisions.

• Email + Digital Support Anytime - support@carson.capital — for questions or guidance between meetings.

​

HOW WE WORK TOGETHER

To keep your plan moving smoothly, we use a simple hybrid approach that keeps our time together focused on strategy, clarity, and high-impact work:

1. Quick self-guided setup when needed - For tools like 1Password, Monarch Money, etc., we’ll send a short checklist or tutorial to get the essentials in place.

2. Advisor meeting for customization and troubleshooting - Once you’ve completed the initial steps, we meet to personalize your setup, walk through decisions, and remove any roadblocks together.

​​

NEED MORE HANDS-ON HELP?

If you’d benefit from dedicated tech support or concierge-level assistance, just let us know. We can explore whether the Freedom Family Office tier may be a better fit.