Sports & Entertainment

Too many professional athletes and entertainers are taken advantage of financially. Financial Education is the first building block towards preventing that. Our goal is to put you at ease from a financial perspective. As experienced financial coaches, we provide guidance and education to help you maintain and grow your wealth for many generations to come. We want you to focus your attention on honing your craft, but we also want you to be able to ask the right questions, say yes when opportunities are appropriate, and no when they are not. As we work through the education process, we’ll be sure you are familiar with every aspect needed to cover all of your financial bases.

We’ll help you achieve confidence about what is truly important to you and how you can establish short- and long-term financial goals. We’ll work with you on your regular financial decision making so they are in alignment with your core values and vision for your financial future. We have extensive experience with player and league benefits so they work in tandem with your goals.

Life also delivers unexpected challenges, and we want you to be prepared and guard against catastrophic events (such as a labor strike, a career-ending injury, or a bad business deal) that can erode your assets.

Simultaneously, we’ll work together on growing your assets according to your customized financial/life plan that seeks to answer the all-important question, “What happens when I can’t play anymore?”. We will serve as your hands-on, dedicated advisor team to educate, and help you to create and protect lifetime assets and savings not just during the years you are playing, but for the rest of your life.

The transition away from your playing days is inevitable. Along the way, we will help you prepare for what’s next. We’ll aim to keep the ball in your court with opportunity to continue building your legacy.