Creating a comprehensive financial plan helps you see your entire picture.
We bring clarity to your complex financial situation, so it's easier to make good decisions as life unfolds. Your plan is a living, breathing thing and should be changed and updated as your life, your goals, and our laws change. This helps you be prepared for whatever life throws at you.
We exist to provide a transparent and prudent approach to managing your wealth.
To do this our team has created a financial planning process that is designed specifically for you. Customized to your wants, needs and desires, NOT ours. A process that shows you where you are now, where you want to go, and the path that is takes to get there with your best interest in mind. We try to plan for multiple scenarios so that we are prepared for whatever life throws at you.
In the baseball world that can mean a multitude of life changing events in the blink of an eye. Things like: getting put on the 40 man, MLB Debut, getting DFA’ed, Optioned, Getting injured, Arbitration, Free Agency, early retirement etc. In the entrepreneur world it can mean landing a big contract, needing to expand and grow the business, buy sell agreements, exit planning etc. In the medical field it can be getting out of residency, landing the unseen fellowship, getting into the ER as a sub-contractor, starting a surgery center, retirement etc. All of these life changing situations can be planned for on the front end so that we aren’t reactionary but proactive.
We’ll meet to understand your whole financial situation, develop your goals, and discuss how you could address them. We’ll gather information and review relevant facts so we can establish priorities and identify gaps.
02 Customized Planning
We’ll go over all the details of your customized plan, discuss your options, and make recommendations to put you on the right track to meeting your financial goals now and into the future.
We’ll show you the steps, help you execute, and work with your team of other advisors. We will break down the necessary steps in order of priority so that you can make progress without feeling overwhelmed.*
We’ll try to meet 2 times per year face to face and have quarterly progress calls to review progress towards meeting your goals and update your plan based on changing financial, family, or tax situations. We want to be your trusted partner and long-term advisor
If you're ready, let's get after it.
Combining decades of on-the-field experience as college and professional athletes with proven financial planning leadership, our team has curated an effective path to help sophisticated clients to maximize all areas of your wealth.
*DISCLOSURE: 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.