Pro's Process

Our mission is to focus on the unique needs of professional athletes and entertainers. Professional athletes are very unique in that they earn nearly all of their lifetime income in the first third of their life, generally earn high income in those years relative to other professions and then a very long time horizon in which to draw upon their savings. Through many years of experience working with athletes and entertainers, we have developed a process that has proven successful in making wise decisions. These processes help our clients and their families maximize the probability of success.



In order to help our clients navigate a complex financial world, we follow The Pro’s Process™ and develop Our Playbook, which visually highlights the major components of the plan to be developed.

Challenges Unique to The Professional Athlete and Entertainer:


Taxes
Taxes in multiple jurisdictions

Relocation
Potential frequent relocation during your career

Lawsuits
Possible target of frivolous lawsuits

Residence
Maintaining multiple residences

Identity Theft
Possible target of cyber fraud or identity thefts

Retirement
Post-retirement and secondary career decisions and training

Income & Needs
Opportunity to accumulate considerable wealth during a relatively short time span with growing complexity of financial needs

Travel & Time
Frantic schedule including constant travel over a period of several months of the year that leaves little time to manage personal finances

Global Access
Access accounts globally regardless of where you are