Achieving your financial goals isn't so easy
You are a risk taker. You've always bet on yourself and done whatever you set your mind to. But the world you started your business and real estate investing in isn't the same one you're dealing with right now.
Something is broken, but you don't know how to fix it.
You know you're stuck, but you don't know how to get out of it.
You have lots of ideas on how to fix the problems, but you don't know where to start.
You know you need to level up your attention to your finances, but it is intimidating and a nightmare of a process.
And you think, "If I just work hard enough, I can achieve success."
Hate to break it to you...
It doesn't matter how hard you work...
if you're headed in the wrong direction.
You Are Here
Just like the pin on a map, you need to know where you are before you can decide on the path forward.
You also make the best decision forward after considering all the possible routes you could take to reach your goals.
So, Where are You?
Not sure about the next step on your journey?
Let’s determine your best path forward
Accelerator
What: For those just getting started, or looking for some new direction. Athletes Financial Accelerator includes: Combination of in-depth insights, on-demand courses, small group coaching, and community, to learn more about personal finances, investments, taxes, insurance and cash flow strategies for your personal and business finances at an affordable price.
Who: Starting, Struggling, and Stuck
How: Unlock an on-demand library and community of financial resources, group coaching, early-bird access to limited programs, and discounts for other services.
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VIP Membership
What: Build upon everything you learned during Accelerator, but taking your money to the next level. Learn more about real estate investing, cryptocurrency, income tax preparation, and other planning strategies to establish excellent, long-term habits for financial success.
Who: Starting, Struggling, Stuck, and Stretched
How: As a member, you get long-term access to financial coaches and on-demand resources to ask your specific questions, no matter the circumstances you are going through. This VIP Membership community is designed to be there for you, and support every phase of your career and financial journey.
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Private Wealth Management
What: Full-service wealth management solution, streamlined for you: financial planning, investments, taxes, insurance, bookkeeping, money-saving strategies and everything you would expect as a Private Wealth client looking for more from your Advisor.
Who: Starting, Struggling, Stuck, and Stretched
How: Our team of CPAs, accountants and bookkeepers will help crystalize your Plan for Success, both personally and professionally, and surround you with the highest quality accounting services to accelerate your success, and start living the life of your dreams.
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Personalized
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