Premium 1:1 Service

NIL Legacy Plan

The Complete Financial Command Center for Elite Athletes and Their Families

Annual Investment

$2,500–$10,000

/year • Flexible based on your needs

Full-service financial management. 24-hour response SLA. Quarterly reviews. Complete peace of mind.

Premium Services

Everything Your Athlete Needs to Build Lasting Wealth

A comprehensive suite of financial services designed exclusively for serious NIL athletes who want to maximize every dollar they earn.

Full Financial Plan

A comprehensive roadmap tailored to your athlete's unique goals, timeline, and risk tolerance.

  • 5-10 year financial projections
  • Goal-based planning
  • Regular updates & revisions

Tax Strategy

Proactive tax planning that keeps more money in your athlete's pocket—legally and ethically.

  • Quarterly tax projections
  • Deduction maximization
  • Entity structure optimization

Insurance Placement (OIC)

Occupational Income Coverage to protect your athlete's future earnings against career-ending events.

  • Coverage needs analysis
  • Policy placement & management
  • Annual policy reviews

Investment Management (HBW)

Professional portfolio management designed to grow wealth while managing risk appropriately.

  • Diversified portfolio strategy
  • Age-appropriate risk levels
  • Performance monitoring

Quarterly Reviews

Regular check-ins to ensure your athlete stays on track and adapts to any life changes.

  • Face-to-face or virtual meetings
  • Progress reports
  • Strategy adjustments

24-Hr Response SLA

Your dedicated financial team is always just a call or message away—guaranteed.

  • Direct phone access
  • Priority scheduling
  • Emergency consultations

Who Is the NIL Legacy Plan Designed For?

This premium 1:1 service is for families who want comprehensive, hands-on financial guidance as their athlete navigates the complex world of NIL.

High-Value NIL Athletes

Athletes with or expecting $100K+ annual NIL income

Families Seeking Guidance

Parents who want expert oversight of their child's finances

Time-Pressed Professionals

Athletes who want someone managing finances so they can focus on sport

Long-Term Wealth Builders

Families planning for career transitions and life after athletics

Why Go Premium?

The cost of NOT having a financial advisor can be devastating

Tax mistakes: A single misstep can cost $50K+ in penalties and missed deductions

Investment losses: Without professional guidance, rookie investors lose 20-40% more

Insurance gaps: One career-ending injury without coverage = financial disaster

Opportunity cost: Poor planning in year 1 can cost $500K+ over a career

Starting at just $2,500/year

That's less than $210/month for complete financial peace of mind

Schedule Your Consultation

Your Athlete's Legacy Deserves Expert Guidance

Don't leave your athlete's financial future to chance. Get the comprehensive support they need to build lasting wealth.

$2,500

Starter Tier

Essential coverage

$5,000

Growth Tier

Most popular

$10,000

Elite Tier

Complete service

All tiers include full service, 24-hr response, and quarterly reviews

Schedule Your Strategy Call — Free
No commitment required
30-minute discovery call
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