ProMoney Accelerator
So what’s included?
ProMoney Accelerator was specifically created for those at the beginning of their wealth building journey, or just are looking for a boost.
Foundations of Financial Planning
A suite of tools to support your self-directed strategy and discuss your plan with an athlete-specific advisor.
Saving & Investing App
Budget Bucket Creation
Automated Saving & Investing
Automated Debt Payoff
Access to Exclusive Tools
Investment Management
A suite of tools to support your self-directed strategy and discuss your plan with an athlete-specific advisor.
Global Diversification
Tax-Coordination
Tax-Loss Harvesting
Automated Rebalancing
Goal-Based Allocations
Let's Get this thing started
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Added Bonus
Get the best in tech at your fingertips.
We are always focused on giving you the best client experience possible, which includes the best technology to go along with it.
Goals-Based Planning
You will have access to our industry-leading software suite to create goals and work to achieve them.
ProMoney Accelerator
So what’s the process?
The ProMoney Accelerator is a 6-week new client intro, with a one-time cost of $199, to accelerator your knowledge, your confidence, and your finances.
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!
Personalized
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Meet with an advisor to discuss your results or get a video sent straight to your inbox. The choice is up to you.
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