Personal Financial Planning Services

Commission-free pricing

Objective, fiduciary advice

Athlete-specific financial coaching

Long term investment strategy

Many athletes and sports professionals struggle to navigate the complicated world of personal finances, investments and taxes, causing them to never succeed financially and accomplish their goals. At Athletes Financial, we provide simple to follow plans, effective on-demand training, daily 30-minute training group sessions, and coaching tailored to your goals and needs, so you can achieve results personally and in your career without all the stress and confusion.

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Financial Tracking App

Starting with the Athletes Financial Progress Tracking app, to the group coaching sessions, to on-demand training, you are in control of your finances with the Athletes Financial program.

Direct Educational Training

Effective group and on-demand financial workouts that you can join with the entire VIP community. Easy to follow, impactful, and meaningful topics available each day.

Community + Support

Accountability and support from an active and like minded community along with one-on-one support from a certified Athletes Financial coach.
What is Athletes Financial?

A Financial Partner to Organize, Simplify and Accelerate your Finances and your Life

If you are trying to achieve more financially in your career and personal goals, you need more than some spreadsheets.  You need an easy way  to align your career achievements with your personal goals, and empowers you to live the life of your dreams.  That's why we built Athletes Financial.

Who is Athletes Financial for?

Enriching the lives of the most ambitious people in the world.

Between your demanding career and your complex financial situation, you need a solution you can trust.

Athletes Financial is for the financially minded, hands-on athlete and entreprenuer, that will benefit from specific and in-depth resources, combined with a community of like minded individuals.  From guided plans, templates, on-demand training, daily check-ins, and more, this program will help you through every stage of your gameplan for success.

Our Client Solutions

Why Athletes Financial?

The Only Financial Program Focused on You and Your Success

We take pride in our relationships and clients' satisfaction. We not only provide financial knowledge and solutions, we build relationships.

How It Works

Get Started today in 3 simple steps

Step 1)

Join the ProMoney Accelerator for $199.  Upon being accepted to this 6-week Accelerator, you will receive access to our platform and join a group with an Athletes Financial coach for accountability, training and support.

Step 2)

Commit to the program for accountability and recommendations, with a focus on personal and business financial planning, investing, cash flow tracking, risk protection, and tax strategies

Step 3)

Transition to VIP Membership to work 1-on-1 with your Athletes Financial coach, utilize the classes, templates, and access our online support community.  No long-term contracts, pause or cancel at any time!

Build the life of your dreams with the same platform as today's top athletes, coaches and entrepreneurs

What makes Athletes Financial so different?

We sit at the intersection of your money and life  goals

Many people struggle to navigate the complicated world of personal finance and investments, causing them to never succeed financially and accomplish their goals. At Athletes Financial, we provide simple to follow plans, effective on-demand courses, and specialized financial coaching tailored to your goals and needs, so you can achieve results personally and in your career without all the stress and confusion.

Athletes Financial is the most effective tax and accounting partner that will empower you to transform your business and your life through simple, effective, cutting-edge tax, cash flow, and accounting strategies.


What is my investment?

How much are less-than-ideal financial habits costing you?

How much in debt interest payments have you had to work into the budget?  How much time value of money have you lost by putting off this conversation?  How much is it worth to finally have financial confidence and plan for success that you’ve wanted for years?  Continuing on your current course could be costing you a lot.

WORRIED THIS WON’T WORK FOR YOU?

Hundreds of athletes, coaches, and business owners have joined the Athletes Financial program and have experienced amazing results.  See for yourself!

Customer Stories

Can you see why so many people just like you are

taking control of their finances with Athletes Financial?

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Enriching the lives of the mostambitious people in the world.

Frequently Asked Questions

It starts with asking questions.

Chances are, you are constantly thinking about your financial well-being, now and for the long-term. But is your current advisor asking you questions, too? As a fiduciary we’re legally required to do what’s in your best interest. That means going beyond the obvious to do what’s right for you, your family and your practice.

At Athletes Financial and the Athletes Financial Network, our advisors take the time to get to know you so we can have the maximum positive financial impact on your career and beyond. Maybe you are evaluating your financial game plan. Maybe you need ongoing accounting and tax advice. Or maybe you’re looking for a long-term retirement and transition plan. Whatever your goals, we take an integrated approach, because each of these aspects of your finances affects the other.

It's all about transparency.

At Athletes Financial, we hold ourselves to the fiduciary standard, the highest in the industry. This means we enthusiastically accept the legal responsibility and obligation to serve our clients’ best interests. Sadly, some financial advisors and financial planners do not hold themselves to this same standard as we do. How do you know if your existing advisor or broker has your best interests at heart?

Here are a few questions to consider: Does your advisor earn commissions on funds or stocks he or she recommends? Does your advisor invest his or her personal assets in the same way they recommend to their clients? Are all costs clearly disclosed up front and provided in writing?

Take the time to examine and understand your financial life.

Achieving your financial goals depends on so much more than just investing. How might taxes impact your savings? Is your spending sustainable for the next 50+ years?  Do you have the right insurance should something unthinkable happen? Is your estate plan designed to preserve your wealth?

These are just a few of the important areas we incorporate into the customized plans we build for our clients. When we understand and align these critical components of financial health, our clients are able to enjoy a greater sense of confidence in their ability to achieve their highest aspirations.

Let's talk about all your tools for financial success.

Investing refers to the process of buying and selling different investments with the expectation of achieving a profit.  Investing can be stocks, bonds, real estate, and many others.  But to understand and achieve comfort prior to investing, we should talk about your goals first.

Investing is a tool that is used to achieve a greater provide than simply keeping in cash.  Interestingly though, most athletes are concerned about the risks that come with investing.  Meanwhile, they never realize the risks that come with NOT investing.

Stick to your plan.

It’s a matter of indisputable fact. Markets go up and, yes, markets go down. The key to long-term peace of mind – and the secret to weathering the storm – is having a solid plan that’s designed to help you reach your goal despite the turbulence of the markets.

A good plan includes having the right balance of stocks and bonds – proportions determined based on your unique circumstances and goals. It also means keeping that balance no matter what happens in the market day to day or week to week. Of course, it’s not just about investments. It’s about insurance, wills, trusts and taxes and how each affects the other, today – and tomorrow.