Financial Planning
Estate Planning
Monthly Accounting
Monthly Bill Pay
Retirement Planning
Financial Review
Car Purchase
Mentorship
Life Coaching
Home Purchase/Refinancing
2nd Career Planning
Family/Friends Buffer
College Planning
Bank Reconciliations
Yearly Net Worth Tracking
Whatever it is that you need to plan your financial future as a professional athlete, we are here to help. Our fees are simple, you pay an all-inclusive fee each month. You can use our services as much as you want or as little as you want. We usually find that we are calling you more than you are calling us. We use a proactive and transparent approach to our relationship with you. We want you to succeed beyond your wildest dreams financially. So, we are in contact whenever necessary.
Each year we do a yearly Net Worth Tracking that will keep an accurate record of your net worth from year to year. We charge a small, nominal percentage of your growth year over year. This is an excellent incentive for SWM to increase your net worth as much as possible each year. But in essence, if we don't increase your net worth, we make nothing. Time is of the essence, the sooner we begin our relationship, the sooner we can begin increasing your net worth and your family's generational wealth. Let's get started today!
Office: 405-551-7665
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