Wealth Befitting A Champion

If you're an athlete, entrepreneur, or high achiever, our Wealth Befitting A Champion process will provide you with the answers to three critical questions:

  1. Can you provide — no matter what happens? (Defense)
  2. Are you most effectively turning your opportunities into lasting wealth? (Offense)
  3. Do you have wealth that's properly designed for you to pursue what matters most? (Victory)

We believe you should understand exactly how we can help before making any financial commitments. That's why we offer this process with no obligation – you won't pay a single dollar in fees until you're absolutely certain about our partnership.

Work Station

 

 

1. Initial Interview (30 Minutes)

 

Let's ensure our expertise matches your needs. In this focused conversation, we'll explore your goals and situation. If we're not the ideal fit, we'll gladly connect you with an advisor better suited to your journey.

You’ll receive a sample Financial Playbook showing our world-class analysis for people like you.

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2. Discovery Meeting & Financial Dashboard Setup

 

We'll deep dive into your financial story, goals, and concerns through purposeful conversation

You'll gain access to our secure Client Dashboard & App for real-time view of your complete financial picture

You'll share the requested documents through your encrypted dashboard for our analysis. 

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3. Victory Planning Session

 

We'll present your clear path forward with your Financial Playbook and Financial Game Plan and we'll address:

  • Can you provide - no matter what challenges arise?
  • Are you most effectively turning your opportunities into lasting wealth?
  • Do you have wealth that’s properly designed to pursue what matters most?

At session's end, we'll ask if you're ready to become a client or if you'd like time to think about it.

  

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4. Think About It

 

Take the time to make the right decision.

Consider:

  • Your confidence in our team and approach
  • The value we bring to your financial future
  • Alignment with our investment philosophy
  • Clarity and practicality of our recommendations
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5. Welcome Meeting

Ready to become a client? We'll address any remaining questions and guide you smoothly through the onboarding process. Remember – there's never pressure to commit. If you decide we're not the right fit, we'll wish you continued success on your journey.

Lifelong Partnership

Life brings both steady periods and dramatic changes. We're here for both, supporting your journey through:

  • Semi-annual Financial Playbook & Game Plan reviews
  • Access to our network of specialists
  • Ongoing support for all your financial needs​​​​​​​​​​​​​​​​