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Partnering with Athletes for
Every Stage of Their Journey.

Partnering with Athletes for
Every Stage of Their Journey.

We know because we have done it before.

We have been working with Athletes for years and we know how different each stage of your journey is.

From high school to retiring from the sport you love after a professional career, we can help you inspire your future. It’s not about just your playing days, it’s about creating a life of inspiration, legacy, and happiness long after you hang up your jersey.

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Your WFA Financial Playbook

We’ve created a unique experience designed for Athletes.

We are all motivated, but what sets us apart is purpose. Your financial game plan is no different. It needs to be rooted in your mission and your values so success is measure not just by dollars in the bank, but living your life intentionally.

From your salary, bonuses, sponsorships, investments and other assets to paint a picture and uncover possible additional income opportunities.

We will help you build a budget that finely balances today and tomorrow. 

One of the most important roles we play is to help you avoid bad deals.  We strive to pick where to invest and where to pass in-line with your financial plan, budget and your values.

A central point of contact collaborating with all of the other professionals on your team. 

Table stakes for us is to deliver a comprehensive plan, customized investment portfolios, risk assessment, retirement planning, tax planning, estate planning, banking services and insurance (life, disability, long-term care). 

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High School Athletes with NIL Opportunities.

Financial Education

  • Budgeting Basics: Understanding income and expenses, setting up a budget to manage NIL earnings.
  • Saving and Investing: Introduction to savings accounts, the importance of emergency funds, and basic investment concepts.
  • Taxes: Awareness of tax obligations related to NIL income, understanding how to file taxes or seek professional help.
  • Understanding Contracts: Basics of contract law and the importance of reading and understanding agreements, particularly NIL deals.

Short-Term Financial Planning

  • Setting Financial Goals: Establishing short-term and long-term financial goals, such as saving for college or future investments.
  • College Savings Plans: Consideration of 529 plans or other tax-advantaged college savings accounts.
  • Spending Management: Advice on managing spending, especially with sudden income from NIL deals.

Risk Management

  • Insurance Needs: Assessing the need for health, auto, or liability insurance, especially as they start earning more and purchasing assets.
  • Guarding Against Scams: Educating on how to identify and avoid financial scams targeting young athletes.

College Athletes Navigating Independence.

Advanced Financial Education

  • Complex Budgeting: Handling larger budgets that may include scholarship stipends, NIL income, and living expenses.
  • Investment Strategies: Introduction to diversified investment portfolios, understanding risk tolerance, and time horizons.
  • Credit Management: Importance of building and maintaining good credit, understanding loans, and avoiding debt traps.

Long-Term Financial Planning

  • Retirement Planning: Introduction to retirement accounts like Roth IRAs, especially if earning significant NIL money.
  • Saving for Post-College Life: Setting aside money for transition to professional life or for non-sport careers.
  • Major Purchases: Guidance on making significant purchases like a car or first home, understanding mortgages and auto loans.

Risk Management

  • Insurance Needs: Evaluating disability insurance, particularly for those with professional sports aspirations.
  • Legal Considerations: Understanding the legal implications of contracts and agreements, potentially needing legal representation for NIL deals.
  • Fraud and Scam Prevention: Continued education on avoiding fraud, especially as income and exposure increase.

Professional Athletes Dealing with Agents,
Public Pressure, and Family Building.

Comprehensive Financial Management

  • Wealth Management: Building a relationship with a financial advisor for comprehensive wealth management, including investment, tax, and estate planning.
  • Tax Planning: Advanced tax strategies, including tax-efficient investment and income management, understanding tax obligations in multiple states or countries.
  • Cash Flow Management: Managing cash flow to ensure long-term financial security, understanding the variability of professional sports income.

Estate Planning

  • Will and Trusts: Establishing a will and possibly trusts to manage and protect assets.
  • Power of Attorney and Healthcare Directives: Preparing for unexpected situations by assigning a trusted individual to make decisions.
  • Legacy Planning: Planning for the future to provide for family, philanthropy, and post-career initiatives.

Family and Lifestyle Planning

  • Life Insurance: Ensuring adequate life insurance coverage, particularly as they begin to build a family.
  • Children’s Education Funds: Setting up 529 plans or other savings vehicles for children’s education.
  • Major Life Purchases: Guidance on buying homes, vacation properties, or luxury items, ensuring they fit within a long-term financial plan.

Risk Management

  • Insurance Needs: Comprehensive insurance plans, including disability, life, liability, and health insurance.
  • Asset Protection: Strategies to protect assets from creditors or lawsuits, considering their high-profile status.
  • Dealing with Pressure and Entourage: Managing the financial expectations of friends, family, and acquaintances who may seek financial assistance, and strategies to say no.
At each stage of an athlete’s career, the complexity and scope of financial planning needs grow.

At each stage of an athlete’s career, the complexity and scope of financial planning needs grow.

High school athletes need basic financial literacy and goal-setting skills, college athletes require more advanced budgeting and risk management strategies, and professional athletes need comprehensive wealth management, estate planning, and risk management to secure their financial future and legacy.

Find Out How You Can Inspire Your Future

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