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Wealth Builder Essentials
CLIENT BENEFITS SUMMARY
Everything you need to accelerate your finances to the next level. Premier portfolio management so you can invest for your future with confidence. A proven suite of resources to help optimize & organize your financial life and regularly get professional input to keep you on track.
Superior Investment Return Objective
Objective, Fiduciary Advice
No Commission Fee Structure
Institutional, Third-party Custodians
Exclusive, Client-only Digital Tools
Data-driven & Time-tested Strategies
Continuous Rigorous Investment Research
A World-class Investment Team
Wealth Builder Essentials Benefits
Click this icon to learn more about each benefit
Wealth Builder Essentials Pricing
A professional is expensive. An amateur costs a fortune. There is nothing more expensive than cheap advice.
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 steps 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
3
Assess Your
Opportunities
Distill complex concepts into actionable strategies with access to hundreds of flowcharts, checklists & guides built by financial planning experts. We continually create, add, and update our charts to serve our clients best.
Expert financial decision flowcharts - Carson Capital
Detailed financial checklists - Carson Capital
Detailed financial checklists - Carson Capital
Expert financial decision flowcharts - Carson Capital
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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.
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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.
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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 report alert from Carson Capital
Exclusive Elements App Quarterly Progress Report
Quarterly progress report alert from Carson Capital
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Sample Progress Report
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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.
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Ask
the Experts
For factual questions (not personalized advice), contact our helpdesk via chat or email and get a response within 48 business hours. If deeper analysis is required with personalized advice, you can schedule a coaching session with your advisor team.
Build a Life You Love
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