Our Services
Want to take the stress out of your financial management? Here are the ways that you can work with us:
Baseline Package: Financial Fundamentals
Ideal for rookie athletes, early-career professionals, or those just starting to monetize endorsements.
Includes:
Business entity setup & management
Bookkeeping & income/expense tracking
Payroll support
Quarterly financial reports
1:1 quarterly financial literacy coaching
Goal: Establish a solid, reliable baseline that builds financial stability, confidence, and supports long-term success.
Game Plan Package: Strategic Financial Playmaking
For athletes navigating multiple revenue sources and growing visibility.
Includes everything in Baseline, plus:
Endorsement/royalty accounting & contract advisory
Monthly cash flow reviews
Retirement & savings planning coordination
Collaboration with agent/manager to align financial strategy.
Goal: Build a winning financial game plan that maximizes earnings while protecting future wealth.
Finish Line Package: Elite, Full-Spectrum Support
For established athletes, managing significant revenue, business ventures, or transitioning into new career and ventures.
Includes everything in Game Plan, plus:
Dedicated payroll/HR support for staff
Advanced royalty/licensing management
Succession & career transition planning
Investment & wealth management oversight with financial advisors
Philanthropy & charitable foundation accounting
Goal: Protect the brand, diversify income, and ensure post-sport financial health.
Sideline Session: Education & Empowerment
Ideal for teams, collegiate programs, sports agencies, training camps, and organizations dedicated to athlete development.
Includes:
Financial Literacy Training
Endorsement & NIL Education
Wealth-Building & Protection Skills
Interactive, Hands-On Learning
Goal: Equip athletes with the confidence, knowledge, and tools to make smart financial decisions throughout — and beyond — their athletic careers.