Check your email for a request to upload the necessary documents directly to Karbon. This helps us prepare a tailored proposal for your needs.
Step 2: Review Your Custom Proposal
We’ll send over a detailed, itemized proposal along with our terms and conditions and a formal engagement letter for your review.
Step 3: Secure Your Spot
To officially get started, simply sign the engagement letter and submit a 50% deposit. You’ll be officially onboarded, and our team will be in touch with next steps.
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Schedule a FREE consultation with us! Please fill out the form with all necessary details so we can come fully prepared to support you. Once your consultation is booked, you'll receive a confirmation email with all the details. Our team will review your information and guide you through the next steps.
We’ve built a library of tax strategies, including our Generational Wealth Formula, to help business owners, investors, high earners, and ambitious professionals keep more of what they earn.
Now, you can get a sneak peek. This guides includes select checklists and planning guides to help you save more, plan ahead, and make confident financial decisions all year long.
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