Financial Coach + Mentor

Financial Coach + Mentor

• Uncover Goals + Ambitions • Implement Game Plan for Success • Identify Areas of Improvement • Support + Track Goal Completion

Family Office

Family Office

• Monitor Cash Flow + Reporting • Tax Planning + Preparation • Retirement Planning • Wills, Trusts + Estate Planning

Personal CFO

Personal CFO

• Business Interests • Real Estate Acquisitions • Real Estate Oversight • Corporation Creation + Management

Athlete Foundations

Athlete Foundations

• Determine Appropriate Structure • Management + Compliance • Event Planning + Coordination

Financial Coach + Mentor

TODAY:  Education.  Consultation.  Game Plan for Success.

  • Work together to understand Personal Goals + Motivations.
  • Share “Evidence-Based” approach to Financial Planning.
  • Develop a Game Plan for Success together.
  • Implement + Monitor the Game Plan.
  • Measure Success regularly, Adjust Plan to Sustain Progress.

Family Office Services

SHORT-TERM:   Taxes.  Insurance.  Cash Management.

  • Prepare ALL your Federal, State, and Local tax returns
  • Ensure compliance by filing as required of Professional Athletes
  • Tax planning to prepare BEFORE each season – No surprises.
  • Coordinate quarterly tax estimated payments
  • Access to personalized AF Client website, for all your documents – anytime, anywhere.

DID YOU KNOW:   
Most States and Cities where Athletes play, both home and on the road, REQUIRE them to file tax returns in each? That is OVER TWENTY tax returns per year for some athletes!

Personal CFO

LONG-TERM:  Savings Game Plan.  Retirement.  Estate Planning.

  • Constant focus on preparing appropriately for Retirement
  • Educate our Clients on what it means to be prepared, mentally and financially
  • Identify opportunities to contribute to tax efficient Retirement accounts
  • Coordinate to ensure these opportunities are taken advantage of
  • Carefully consider the need for Wills, Trusts, Healthcare Powers of Attorney
  • Evaluate the need to upgrade from the current Estate Plan
  • Access to AF Client website, to monitor your Retirement Goals progression – anytime, anywhere.

Athletes Analytics

Athlete Foundations

  • Discuss options available to Athletes, to identify and match their Charitable desires
  • File for Tax Exempt (Not for Profit) status with the IRS
  • Coordinate appropriate documentation and filings to maintain status
  • Manage the accounting and reporting functions of the Foundation
  • Administer the Acknowledgement Letters requirement of the IRS
  • Ensure the Athlete’s Foundation is compliant and efficient
  • Remove the challenges of managing the Foundation, so our Clients can focus on its Mission

Athletes Lending Program