top of page
%20Carson%20Capital%20Same%20Line%20With%20Logo%20White%20(%20PNG%20).png){kind=small}
Wealth Management
CLIENT BENEFITS
Premier portfolio management paired with actionable guidance from our advisory team. Get quarterly coaching for your specific life circumstances as you gain momentum and face new challenges in your wealth-building journey.
Superior Investment Return Objective
Objective, Fiduciary Advice
No Commission Fee Structure
Exclusive, Client-only Digital Tools
Data-driven & Time-tested Strategies
Continuous Rigorous Investment Research
A World-class Investment Team
Wealth Management Benefits
Click this icon to learn more about each benefit
Your Steps to Build a Life You Love
1
Organize Your
Financial Data
Seamlessly share your essential financial data with our team so we can understand your current situation and build your strategy and action plan to get you to where you want to go.
2
Purposefully write your goals using your custom-built Life Fulfillment Map to clarify what's most important to you and why. Integrate your life and money plans to ensure your money maximizes your fulfillment, not just your net worth. Remember, success without fulfillment is the ultimate failure.
Write Your
Financial Goals
Expert financial decision flowcharts - Carson Capital
Detailed financial checklists - Carson Capital
Detailed financial checklists - Carson Capital
Expert financial decision flowcharts - Carson Capital
1/10
3
Assess Your
Opportunities
We'll distill complex concepts into actionable strategies with our hundreds of flowcharts, checklists & guides built by financial planning experts. We continually create, add, and update our charts to serve our clients best.
Plan Your
Wealth Strategy
We'll filter all the information and data into one powerful, easy-to-understand document. This document will display big goals, prioritized action items, your financial purpose statement, and vital financial health information. It's magical!
4
5
Automate
to Achieve
Hit your goals and manage your finances in minutes, not hours each month. Our valuable financial systems take significant stress away from remembering to save and invest consistently. Through our automated financial systems, creating your wealth becomes a certainty, not a lottery.
.jpg)
6
Invest with
Conviction
With a deep understanding of your finances, it's time to put our world-class investment team to work for you. We'll use our data-driven and time-tested strategies aiming to manage and grow your wealth strategically.
.png)
Track
Your Progress
"If you can't measure it, you can't manage it." Our industry-leading technology allows you and our team to seamlessly measure your most critical financial indicators to ensure we're on track or to highlight areas of improvement that need our attention.
Quarterly progress alert from Carson Capital
Quarterly progress report from Carson Capital
Deb Rate Report - Carson Capital
Quarterly progress alert from Carson Capital
1/8
Sample Progress Report
7
Ask
Your Advisor
Every quarter, we'll set aside time for your top questions. This is your chance to get all your questions answered by the Carson Capital team. We invite you to ask us questions specific to your finances, in which case you'll get a private response from us or ask broader questions on anything finance that we can answer for all of our clients.
8
Monitor
Proactively
Gain peace of mind knowing a team of experts is monitoring your financial vitals and always looking for ways to improve. We believe our proactivity makes a massive difference in your total financial success because there are generally significant opportunity costs when reacting instead of anticipating and acting in finance.
9
Create Your
Estate Plan
Estate planning is an essential part of completing your financial plan. We've partnered with a five-star national estate planning firm that makes estate planning easy and accessible
10
11
Master
Financial Topics
Access expert course videos, webinars, templates, and tools for your top financial needs based on real-life systems used by our high net worth and ultra-high net worth clients.
Checkup on Your Financial Health
Life changes and your plan needs to as well. An initial plan sets you in the right direction, and regular reviews and adjustments keep you going in the right direction to reach your long-term goals.
12
13
Consult
Your Advisor
Contact our helpdesk via chat or email and get a response within 48 business hours. If deeper analysis is required with personalized advice, we'll add your question to the queue for the quarterly Q&A session. We'll connect you with an advisor during their open office hours if it's urgent.
Build a Life You Love
bottom of page