Hi, I’m Carter. Welcome to my digital home.

How my writing will help you:

• Plan first, act second

• Create financial planning mental models

• Improve your financial decision-making process

• Create and build sustainable money habits

• Defining enough

My writing explores these 3 concepts:

1. Financial planning is not taught - yet fundamental to modern life

   Money is at the center of everything we choose to do. Without the tools to understand how to use money you run the risk of money using you.

2. Rich ≠ Wealthy

   Those money rich and time poor have lost sight. Become capital conscious and create habits that drive results. Win by defining “enough” and working backwards – choose calculated leverage .

3. Elevate financial planning advice

   While audacious it inspires me. I’m obsessed with the art of real financial planning. We’ll deep dive into embedded beliefs/fundamentals about financial planning supported by data and come out the other side with a newfound perspective and clarity.

Before you explore, a little more about about me:

• Born in Oklahoma (military family) now Delaware native.

• Once avid wrestler, now wrestling fan.

• Fanatic of all things health, biohacking, and personal development.

• Favorite Book: Flow by Mihaly Csikszentmihalyi

• Favorite Country Visited: Florence, Italy

• Average snowboarder.

• Below average chess player (working on this).

See you on the inside. 😎