Our Foundation tier is designed for clients who want professional investment management with essential tools — while keeping complexity and costs low.​​

​​

WHAT’S INCLUDED

• One (1) annual investment review

• Email - support@carson.capital for investment-related questions only

• Access to tools, guides, and educational resources by signing into www.carson.capital

​​

WHEN YOU NEED MORE HELP

If your financial life is becoming more complex or you’d like guidance beyond investments, you have two options:

 

One-Time Planning Sessions (Preferred Client Rate — 25% Off)

Available for topics such as tax planning, retirement projections, property decisions, insurance reviews, or one-off financial questions.

 

• 30-Minute Strategy Session (Use Code: FOUNDATION30)

• 60-Minute Strategy Session (Use Code: FOUNDATION60)

 

If you’re looking for ongoing expert planning, accountability, and proactive guidance, you may want to explore our other service tiers.​​