Financial Services for Athletes
CPA, PFS
2005 NCAA Softball National Champion (University of Michigan)
We keep you on the right side of contracts, taxes, and regulations – so your name, image and brand stay protected.
Know what’s coming in, what’s going out, and how to stay in control and every stage of your career.
From deal evaluation to entity setup, we help you build a financial game plan that matches your amnbitions.
We don’t just manage your money – we teach you how to grow, protect, and sustain it beyond the spotlight.
Tax return filing in any state, with athlete-specific rules for residency and multi-state income
Entity setup consulting (LLC/S-Corp) when it makes sense for tax optimization
Ongoing guidance to stay compliant with IRS rules, school requirements, and NIL regulations
Monthly breakdowns of income, expenses, and taxes owed — no surprises
Budgeting tools and coaching tailored to irregular income and one-time deals
Custom dashboards so you always know what’s coming in, going out, and what’s safe to spend
Retirement and investment strategies for athletes earning early income
Forecasting tools to plan for business ventures, real estate, or life after sport
Guidance on large purchases (car, house, etc.) and how to do it smart
1-on-1 education on contracts, royalties, investing, and taxes
Coordination with your agent, attorney, and family for aligned decision-making
Access to a team of advisors who’ve been where you are—and know what’s ahead
