VIP Membership

Client Benefits

Athletes Financial is a premiere wealth management firm for athletes and sports professionals.  Put our experience to work for you.  As a VIP Member, you’ll receive 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 in sports and financial journey.

$79 / mo

when billed annually

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The Athletes Financial VIP Membership offers a proven combination of resources to help you get organized, invest for the future, and receive athlete-focused financial advice from a certified financial professional whenever you need it.

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How Athletes Financial VIP Membership works

Get Started today in 3 simple steps

Step 1)

Join the Athletes Financial 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!
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VIP Membership Features

The Athletes Financial Planning App allows you to:
  • See all your financial accounts in one place
  • Measure your financial health through a scorecard of key indicators
  • Track your progress through periodic reports
Because the app is a two-sided platform, our advisors (with your permission) can also access your scorecard and offer personalized insights during your 1:1 coaching sessions.
Specialize courses, to reflect your career and sport, and the information you are looking for to elevate your money game.

Sit down with one of our advisors for 60 minutes every year, and ask your investment and planning questions.

Topics may include your investments, debt strategy, taxes, retirement plan, insurance, real estate, cash flow, or anything else related to your financial life.

For the best results, before each financial checkup, make sure your Financial app (included with your VIP Membership) is up to date. This will help the financial advisor on your call deliver more personalized, data-driven advice.

Easily open and manage investment accounts through our robo-advisor platform and use custom portfolio models created by our Investment Advisory Committee (IAC). The annual investment fee is 0.5% of assets under management (billed quarterly).
Join hundreds of athletes and sports professionals around the country in discussions, polls, Q&A and Facebook lives from the Athletes Financial team.  Membership is on approval basis which keeps the group exclusive and athlete oriented.
Book 15-min Demo
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