Service Options

A Plan for Every Athlete

VIP Membership

A suite of tools to support your self-directed strategy and discuss your plan with an athlete-specific advisor.
Annual Financial Checkup
Automated Investment Management
Quarterly Clients-Only Huddles
Financial Monitoring App
Anytime Advisor Chat

$89

per month, or $948 billed annually (save 10%)
Book 15-Min DemoLearn More

Private Wealth Management

Fees are based on your career stage and investment balance.
Full service financial planning and custom portfolio management with unlimited access to an athlete-specific certified, Fiduciary Advisor.
Book Free Consultation

Resources

Financial Monitoring App
Quarterly Net Worth Reports
Clients-only Huddles

Investments

Custom Portfolio Mngt
Daily CFA® oversight
Tax-Efficient Rebalancing

Support

Dedicated Fiduciary Advisor
Unlimited calls, texts, emails
Collaboration with other service professionals
Learn More