Create Your Personalized Financial Plan
Strategic
Methodical
Analytical
Collaborative
Why us
We set up Athletes to create long-term success.
In today’s landscape, young student-athletes are earning substantial incomes, yet many lack the financial education and knowledge needed to manage their new found resources effectively. We’re dedicated to empowering athletes and student-athletes by making a personalized financial plan as they navigate the transition into the professional workforce. With a passion for financial literacy and a specialty in financial planning strategies, we look at the unique challenges and opportunities that come with pursuing a career in sports and help integrate those challenges and opportunities into financial longevity.
SERVICES
Crafting Solutions for your Situation
The Rookie
Get your financial game plan in place before making the leap to the pros. This package will help you figure out where you stand financially and map out where you want to go, so you can hit the ground running when you’re ready for the big bag.. I meant big leagues!
The Pro
Unlock your financial potential with this package, tailored for athletes transitioning to the professional league. This service includes a comprehensive personalized financial plan developing strategic risk and insurance planning, estate and legacy planning, individualized tax strategies, and regular personal and financial check-ins and plan reviews to ensure you’re always ahead of the game.
The All-Star
This package is crafted for those already scoring big in their careers and ready to tackle financial stress head-on. With the Pro package included – we’ll also handle the heavy lifting with expert management or advice of endorsements and sponsorships, strategic charitable giving, and investment advisory. With us by your side, you can focus on what you do best while we ensure your financial game stays strong.
