Our first step is always education. Too often, athletes are shown a complex plan without proper explanation to help them understand it. We prioritize one-on-one meetings where we help you uncover any misunderstandings or questions you need answered for your future.

As shown here on our website, we have many services to offer you as an athlete. This portion of the process involves gathering your goals, designing a plan to best help reach those goals, and then putting together the necessary team to do so.

After we’ve planned out your overall needs and gameplan, it’s up to us to best manage and guide your financial picture and make any necessary moves along the way. This is where we execute your plan by investing your money, working with your Virtual Team Office, and keeping you up to date and involved.