Our Services | Carson Capital

Trusted Partnership
For Every Stage of Wealth

Foundation builds clarity. Flourish brings growth. Freedom creates legacy.

Foundation
150$
Every month
Professionally managed investments, a clear plan to focus on what matters most, and top tools to track, budget, and build wealth—without the overwhelm.
- Invest for growth with professional portfolio management
- Get a clear plan for what to do now, next, and later
- Optimize your 401(k)/403(b) with professional management
- Track spending + net worth in minutes with MonarchMoney
- Protect family with full estate plan: wills, trusts, POA
- Earn more with premium savings—no fees, no minimums
- Secure best-in-class loans through our lending network
- Refine your strategy in annual portfolio review
- Master money with expert courses + tools anytime
Flourish
625$
Every month
For high earners and self-employed pros ready to turn income into financial freedom — with a custom plan, tax strategies, and a dedicated advisor to guide you through every money decision.
- Foundations features—plus deeper strategy + support
- Stay accountable with direct advisor access
- Turn vague goals into vivid life plans
- Lower lifetime taxes with a tailored tax plan
- Optional add-on: tax preparation + filing
- Effortlessly manage cash flow in minutes each month
- Retirement strategy: income, SS, healthcare, RMDs
- Maximize equity comp: RSUs, ISOs, ESPPs & more
- Boost cash savings (+0.25% APY, no fees, $3–6M FDIC)
- Pay smarter + save more with debt strategies
- Access lowest-rate flexible portfolio lending
- Review all insurance: life, health, disability, auto
- Secure your finances with a digital audit & cleanup
- Get expert guidance for self-employed clients
Invite-Only Partnership
Freedom
3,125$
Every month
For thriving families, retirees, and entrepreneurs who want a personal family office—built to simplify your entire financial world with expert care and concierge-level service.
- All Flourish features — with full support + concierge care
- Direct call + text access to your personal advisor
- Advanced tax strategy + implementation
- Tax prep + filing included (business + personal)
- Advanced estate planning + trust services
- Exclusive access to alternatives & private equity
- Concierge cash flow monitoring + management
- Legacy planning with family education + governance
- Family access: extend portfolios + tools to heirs
- White-glove setup + support for your financial tech
- Business planning: cash flow, strategy + succession
- Business 401(k) design + management (separate service)
- Charitable portfolio management (DAFs, foundations, gifting)
- Concierge car buying service
- Exclusive lending solutions for HNW families
- Specialist access: bookkeeping, payroll, legal, tax

See Full Foundation Fee Schedule

See Full Flourish Fee Schedule

All programs

Tax

Estate

Goal-Setting

Organization

Planning

Business

Launch My Business: A Clear Path From Idea to Income
$699.00 or 4 Plans Available
Join Now
Tax Strategy Playbook: Top 100+ CPA-Picked Ways to Save Money & Build Wealth
$699.00 or 5 Plans Available
Join Now
Estate Planning Made Easy
$699.00 or 4 Plans Available
Join Now
Life Map Workbook: Craft My Vision, Define Guiding Values, and Crush My Goals
$149.00 or 4 Plans Available
Join Now
Organize and Safeguard Your Money: 3 Easy Steps to Turn Chaos into Clarity
$149.00 or 4 Plans Available
Join Now
Create a Life Vision Board to Take Control & Live Fulfilled
$149.00 or 4 Plans Available
Join Now
Create a Simple Strategy System to Build a Dream Business
$149.00 or 4 Plans Available
Join Now

Foundation Plan
3,500$
Expert analysis and two strategic meetings to seize high-impact opportunities and lay a solid financial foundation. Go deeper at your own pace with our courses, curated from advising millionaires.
- 2 Meetings
- Prioritized Action Plan of All Recommendations
- Full 88-Point Assessment Across the 10 Pillars of Money
- Track Budget + Net Worth (3 Months Access to Monarch Money)
- Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
- Freedom Number (Net Worth That Makes Work Optional)
- Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
- Investment Review and Strategy Recommendations
- Investing Allocation Review (What to Invest In and How Much)
- Investing Location Plan (Taxable, Deferred, Tax-free)
- 401(k) Review and Optimization
- Estate Plan (Will, Living Trust, Power of Attorney)
- Debt Payoff Plan
- Liability Scanning, Refinancing + Optimizing for Savings
- Credit Optimization Coaching
- Unlimited Access to All Financial Courses
- 200+ Expert Money Guides to Make Confident Money Decisions
Total Tax Plan
4,500$
Exhaustive personalized tax strategy using 1,500+ strategies for high earners, business owners, and investors to minimize taxes. Our expert plans typically deliver a minimum 4x ROI in year one alone.
- 2 Meetings
- Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
- Tax Playbook (Implementation Guides, Tax Code + Case Law)
- ROI Report (1st Year Savings + 10 Year Total Savings)
- Analysis of Most Recent 1040 + All Schedules + Forms
- Analysis of 2 Prior Returns for Retroactive Savings
- Advanced Strategies for High Earning W2 Employees
- Advanced Strategies for Self-Employed
- Advanced Strategies for Business Owners
- Advanced Strategies for Real Estate Investors + Professional
- Lifetime Access to All Tax Courses + Resources
- Trusted Partners for Strategy Execution + Annual Filings
Full Plan
15,000$
Five meetings combined with expert advice for total transformation. An actionable plan to improve every aspect of your financial life. Plus, lifetime access to courses and tools to stay on track.
- 5 Meetings
- Prioritized Action Plan of All Recommendations
- Full 88-Point Assessment Across the 10 Pillars of Money
- Track Budget + Net Worth (6 Months Access to Monarch Money)
- Cash Reserve Planning with HY Savings (4.25% APY, $5M FDIC)
- Freedom Number (The Net Worth That Makes Work Optional)
- Freedom Roadmap (Savings, Growth, Time to Financial Freedom)
- Investment Review and Strategy Recommendations
- Investing Allocation Review (What to Invest In and How Much)
- Investing Location Plan (Taxable, Deferred, Tax-free)
- 401(k) Review and Optimization
- Estate Plan (Will, Living Trust, Power of Attorney)
- Debt Payoff Plan
- Liability Scanning, Refinancing + Optimizing for Savings
- Credit Optimization Coaching
- Unlimited Access to All Financial Courses
- 200+ Expert Money Guides to Make Confident Money Decisions
- Customized Budget (Precisely Manage in Minutes a Month)
- Spending Analysis & Detailed Reports (2 Years)
- Automatic Cash Flow Savings + Investment System
- Tailored Tax Strategy to Pay Lowest Tax Legally Allowable
- Tax Playbook (Implementation Guides, Tax Code + Case Law)
- ROI Report (1st Year Savings + 10 Year Total Savings)
- Analysis of Most Recent 1040 + All Schedules + Forms
- Analysis of 2 Prior Returns for Retroactive Savings
- Exhaustive Tax Analysis (1500+ Strategies Fed/State)
- Tax Strategies (W2, Self-Employed, Biz, Real Estate)
- Trusted Partners for Strategy Execution + Annual Filings
- Legal Code Support of Every Tax Strategy
- Insurance Analysis (Life, Health, Disability, Umbrella...)
- Equity Compensation (ISO, NSO, RSU, RSA, ESPP)
- Employer Group Benefits Review
- Family Support + Education
- Business Planning (Cash Flow, Strategy, Succession)

We help you get the most out of life with your money.

Feel more confident in my money
Have more time to spend with my family
Find peace of mind in my financial future

Trusted Partnership For Every Stage of Wealth

Foundation builds clarity. Flourish brings growth. Freedom creates legacy.

Foundation

Flourish

Freedom

Launch My Business: A Clear Path From Idea to Income

Tax Strategy Playbook: Top 100+ CPA-Picked Ways to Save Money & Build Wealth

Estate Planning Made Easy

Life Map Workbook: Craft My Vision, Define Guiding Values, and Crush My Goals

Organize and Safeguard Your Money: 3 Easy Steps to Turn Chaos into Clarity

Create a Life Vision Board to Take Control & Live Fulfilled

Create a Simple Strategy System to Build a Dream Business

Foundation Plan

Total Tax Plan

Full Plan

We help you get the most out of life with your money.

​

Feel more confident in my money

​Have more time to spend with my family

​Find peace of mind in my financial future

Trusted Partnership
For Every Stage of Wealth

Have more time to spend with my family

Find peace of mind in my financial future