You'll need a solid plan to manage a career that moves with such speed and power.

In no other line of work is so much money made in so little time - and expected to last so long.

Compared to other professionals,  the limits of your physical capability dictate the length of your professional career as an athlete. While your career may be extended in many ways - from coaching to working in media, and everything in between - for most athletes the biggest challenge is how to make a relatively short burst of income  provide an income stream that will support an entire life.  


Our financial planning offering for athlete clients includes a solid education component.

Though we educate all of our clients, our athlete clients in particular need coaching about the potential pitfalls of managing large sums of money. A sudden liquidity event, such as being signed on by a major team, needs to be managed with care. It's easy to fall prey to the  temptations of having access to an easy supply of cash. With a solid plan, we can help you design a financial plan that is sustainable for the long term, one that will serve you and your family for years to come.

We work with athletes in every stage of their career - emerging, active, or retired. 

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We address eight key areas of your personal finances:

  • Budgeting, cash flow and net worth
  • Insurance needs analysis
  • Investment analysis
  • Education funding analysis 
  • Tax efficient strategies
  • Retirement needs analysis
  • Estate planning strategies
  • Charitable giving strategies


Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate


Learn more about our
financial planning process

You can't take full control of your future, unless you have a complete picture of what planning entails. This doesn't mean that you need to be worry about the details - that's our job. But it does mean that we will educate you so that you will be an informed and empowered consumer every step of the way.


Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.