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What To Expect

You Have Important Financial Questions 

We've Got Answers.

Our team of expert financial planners and deeply experienced investment managers is dedicated to building the shortest path to your financial goals. We pride ourselves on being responsive, helpful, having substantial skin in the game, and available to you along every step of your financial journey. Here is what you can expect when choosing us as your trusted partner.

What To Expect When Partnering With Us

1

Getting to

Know You

2

Nerding

Out

3

Total

Transformation

4

Ongoing Advice

+ Accountability

Getting to Know Your

Step 1

Getting to Know You

We get to know you, your goals, and what you want to accomplish. If you’re like most of our clients, you may be coming to us with questions such as:

"How do I make work optional in the shortest time?"

"Does my portfolio have the right investment strategy?"

"Where exactly does my money go every month?"

"How can I maximize my equity compensation?"

"Am I overpaying my taxes?"

"How much can I afford to spend on a house?"

"What amount and type of life insurance do I need?"

"How can I get organized and secure?"

"What type of estate plan do I need?"

Parents and Daughter

Step 2

Nerding Out

Once we know your biggest goals, it’s time for us to dig into the data. We’ll ask you to share some information and connect you to our secure planning tools. We'll clearly understand where you are now and where you want to be so we can chart the shortest path to get you there.

Cash Flow Sankey Diagram
Account Stuctur + Automation
Cash flow over time
change of assets over time
Summary of Balance Sheet
Total Term Score
Carson Capital Estate Plan
Nerding Out

Step 3

Total Transformation

The fun part! We deliver clear recommendations for your immediate concerns and review the top priorities we've identified to help you reach your goals faster. We then set a focused action plan for what things to do 1) now 2) soon 3) future.

Financial Plan
Total Transformation

Step 4

Ongoing Advice 
+ Accountability

We meet regularly to review your progress towards your goals! We're there every step along the way to help you take action and move forward with confidence.

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Never worry about navigating big financial decisions on your own.

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Our Wealth Optimization System keeps you peak financial health.

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Feel free to contact us anytime with questions or to book time.

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If we haven’t heard from you, expect us to reach out.

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We diligently manage every aspect of your investment portfolio.

Wealth Optimization System

Effortlessly maintain peak financial health

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Ongoing Advice + Accountability
Beach Walkway

We'll keep you accountable and on the shortest path to your goals.

What to Expect

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An experienced partner who practices what they preach.

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Responsive, approachable, and always willing to help.

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A trusted guide for all your financial questions, big and small.

Things Not To Expect

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We don’t require any minimums to work with us.

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We don’t receive any commissions or referral fees for anything we recommend.

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We don’t sell anything. Our only product is providing you quality advice & service.

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We never judge your financial situation and want only to see you succeed.

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No suits, no ties, and no in person meetings.

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We don’t limit access to your advisor.

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