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Choose your pricing plan

  • Plan + Invest

    Every month
    Unlock financial freedom with a personal CFO. Focus on fulfillment & live without financial stress.
    • Full Access to Advisor (Weekly Mtg Options)
    • 1-on-1 Strategy Sessions (March | October)
    • Wealth Optimization System (annual 700+ point analysis)
    • Full Financial Plan Detailing Your Shortest Path
    • Budget + Cash Flow Automation (manage in minutes each month)
    • Values, Vision and Goals Planning
    • Estate Plan (State-Specific Will, Trust, POA, Guardianship)
    • Tax Planning (annual 40-point analysis)
    • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
    • Debt Consolidation + Reduction Strategy
    • Credit Optimization
    • Equity Compensation
    • Business Planning (Succession, Exit, Cashflow Plan)
    • Insurance Planning
    • Group Benefits
    • Family Support + Education
    • Retirement Planning
    • Quarterly Financial Progress Reports
    • Digital Account Security Audit + Organization
    • Unlimited Access to All Financial Courses
    • 200+ Expert Money Guides
    • Active Investment Management
    • Alternative Investments (Real Estate, Private Equity...)
    • Strategic Borrowing Against Investment Accounts
    • Customized Portfolio Tax Management
    • Charitable Portfolio Management (DAF)
    • Secure Third-Party Custodians (Schwab + Altruist)
  • Carson Capital Full Financial Plan

    Valid for 3 months
    • Full plan created in collaboration with Advisor
    • Detailed planning process reviewing every area of finances
    • Unlimited access to all courses
    • If at end of process you want us to manage, apply your plann
  • Effortless Budgeting That Actually Works

    Create a budget system that works, is automated, and takes only minutes to manage each month.
    • Unlimited access to course with step-by-step instructions
    • Build an effective budget managed in just minutes each month
    • How to plan for non-monthly expenses to eliminate surprises
    • Framework to never fight with your spouse about money again
    • Personalize spending categories to fit your life
    • Automatically track subscriptions and recurring payments
    • Optimize account structure to eliminate hassles
    • Create transaction rules to keep effortlessly on track
    • Automate routine transfers, goal tracking and alerts
    • Easily track account balances, transactions, and investments
    • Discover safest and highest-APR banks for your cash
    • Find your optimal credit cards for maximum benefits
    • Visualize spending to know exactly where your money went
    • Stay on track with automatic notifications.
    • See exactly where all of your money is going at a glance
    • Connect all accounts + transactions across all institutions
    • Find out how much to save to reach your freedom goal
    • Access AI coaching with your secure data to eliminate waste
    • Collaborate and stay on track with your partner or advisor
    • BONUS:
    • Track net worth
    • Customize alerts for only the things that matter to you
  • Build a Bulletproof Estate Plan

    Create a high caliber estate plan with state-optimized legal documents.
    • Step-by-step instruction to execute, file and retitle assets
    • Unlimited platform access to update plans anytime
    • Revocable Trust & Pourover Will
    • Last Will & Testament
    • Financial Power of Attorney
    • Advance Health Care Directive
    • Guardianship Nominations
    • Secure storage via bank-level-encrypted digital vault
    • Share estate plans securely with trusted collaborators
    • Grant emergency access to beneficiaries and executors
    • Visual flowcharts of your entire estate plan
    • Probatable vs. non-probatable asset breakdowns
    • Compare asset ownership with Ownership Balance Sheet
    • Understand the impact of estate taxes
    • Digital guidance & human support to create the perfect plan
  • Get & Stay Organized on Autopilot

    Get super financially organized and discover a system to stay effortlessly organized.
    • Debt + Credit Optimization

      • Values, Vision + Goals Setting

        • How to Analyze a Real Estate Deal

          • Invest

            Every month
            Data-driven portfolio management using proven strategies that built our millions.
            • Annual Portfolio Review Meeting
            • Active Investment Management with a Growth Objective
            • Customized Portfolio Tax Management
            • Access to the Investor MBA Course
            • Discounted Access to Courses for DIY Planning
            • 200+ Money Guides (Checklists + Flow Charts +Visuals)
            • Access to High-Yield Savings Accounts - 5.1% APY, $2M FDIC
            • Secure Third-Party Custodians (Schwab + Altruist)
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