Financial Education Analysis & Training
How’s Your Financial Health?
Our unique Financial Education, Analysis & Training (FEAT) Report is a special offering for athletes and entertainers looking for an honest read of their financial health. We lay out all of your details and deliver it in a straight up, non-judgmental and unbiased way — leaving you empowered and equipped with clear steps to ensure your money is there for YOU for a very long time.
Do you know what you don’t know?
Why should you care? Simply put, you have worked your entire life for this earning opportunity AND because you want today’s big money to provide for big things for many, many years.
Get Started!- Do you REALLY know who’s minding your money? Who’s minding those who mind your money?
- How often do you speak with them? Are they truly looking out for YOU?
- Are you getting ripped off? Or paying for services you don’t need?
- Are you spending more than you make? Will you run out of money?
The Process
We provide services with an unbiased point of view and serve as as an impartial guide unprejudiced by the demands and influences of traditional financial services.
1: We Collect
- Contracts
- Endorsement Agreements
- Banking & Investment Statements
- Payroll & Budgeting Reports
- Schedules of reporting Mortgage Agreements
- Credit card statements
- Tax returns
- Insurance policies
- Pension & Retirement accounts
- Health event documents
- Outline of relationships
2: We Analyze & Report
Our team of financial, accounting, and management experts review all documents and relationships. They then evaluate risk, accountability, suitability, and if appropriate practices are being followed, providing a detailed report of the findings.
3: We Educate & Review
We provide you with insight and clarify on fundamentals of each category and review your specific findings.
4: We Empower
We equip you with additional insight, information, and confidence and empower you to be more informed and better work with your team of advisors.
Additional Exercises
Winning Ways
Game plans and training tools packaged just right to help you succeed as the CEO of YOU, Inc.
Learn MoreSessions for Success
We drop financial knowledge with real life lessons in a relaxed, unintimidating atmosphere.
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