%20Carson%20Capital%20Same%20Line%20With%20Logo%20White%20(%20PNG%20).png){kind=small}
Craft the Shortest Path
to Financial Freedom
Full-service investing and financial planning for growth-minded families.
On a Mission to Help Build Your First (or next) Million
So You Can Focus on a Life of Freedom + Fulfillment
Maximize your return on life.
Hi – I’m Donovan Carson. I'm here to help you grow and manage your money so you can live life on your terms.
My
WHY
Achieve the freedom to do everything you want and nothing you don’t.
Craft the Shortest Path to Freedom
Discover how strategies across key financial pillars put you on the shortest path to your goals. Take our Shortest Path Assessment to quickly find gaps in these key financial pillars and expert tips to close them.
What to Expect: The assessment takes 10 minutes. You'll receive a personalized 5-minute review of your results, including 3 highest-impact recommendations.
Maximize
Net Worth
Income
Savings
Returns
Minimize
Stress
Risk
Taxes
Debt
How do you solve my problems?
EFFORT
We combine hard work and expertise to deliver results for you.
CONSISTENCY
Our systems ensure consistent financial optimization.
STRATEGY
Proven, data-driven strategies guide us.
ACCOUNTABILITY
Being human demands a human approach. We're here for every step.
Ultra-high-net-worth services,
regardless of your level of wealth.
We believe everyone should have access to the best investment strategies and financial planning services.
Your Choice. Our Partnership.
Transparent Pricing. No long-term contracts. Cancel anytime. No investment minimums.
COURSES + COACHING
(one-time services)
Starting at $30
Get immediate clarity and expert advice with our courses and one-time financial services. These services are designed to give DIYers an edge and the exact playbook to execute an optimized plan for cash flow, investing, estate planning, insurance, and more.
INVEST
(ongoing service)
Experience investing tailored to grow your portfolio and strategically achieve your long-term financial goals. Benefit from data-driven strategies backed by millions of our own capital.
INVEST + PLAN
(ongoing service)
Full-service planning and investing. Designed to put you on the shortest path to your financial goals. Maximize growth, eliminate waste, live fulfilled. Our investing service uses data-driven strategies backed by our own capital and provides expert investment advice, whether we manage your portfolio or not.
It only takes 20 seconds
1. Answer 3 Easy Questions
20 seconds will determine if we might be a good fit. If not, we've still got a surprise gift for you.
2. Schedule a Free Intro Call
We'll get to know you and answer your questions. We'll also review our process and philosophy.
3. We'll Get to Work
As your partner, we'll build and execute the shortest path to your financial goals to free up your time and eliminate stress.
Assess Current Situation
700+ point annual assessment across every financial discipline (cash flow, investments, estate, taxes, insurance, debt, giving, etc.)
Prioritize Opportunities
We prioritize and incorporate high-impact opportunities into your financial plan.
Execute Improvements
We ensure the task is completed correctly by providing ongoing guidance and holding you accountable every step of the way.
Wealth Optimization System
Effortlessly maintain peak financial health with our systems + strategies.
Master Money.
Maximize Fulfillment.
Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered twice a month on Saturday mornings.
Hey! I'm Donovan Carson. I want to show you the truths, tactics, and tools that I used to build 7-figure financial freedom by age 27. This is not for you if you're just looking for basic advice on how to retire by 65.
.png)
