Portfolio Review For Coaches

How does high performance hire high performance? With above average incomes and lifestyles, many go without the guidance of a financial professional despite the lasting effects. Take the 3 Pointe Challenge and avoid getting sacked in the off-season and go through the 45 second coaches tunnel.

Challenge #1) Build the right financial dream team. How Do You Build Your Financial Dream Team. Do you pick…

A)    Most trusted?
B)    Most likeable?
C)    Best strategy?
D)    Do it yourself?

This is where most get it wrong. Just like an NFL team picks a head coach or company picks a CEO…they get hired for their strategy. So should you when it comes to your personal advisory team. You want results, not a client appreciation dinner party. You want a tax optimized income stream you cannot out live, not another best buddy. They say most Americans spend more time planning for their next vacation then their retirement. By learning how to build the right advisory team, many of those future vacations might just pay for themselves.

Challenge #2) Don't guess on performance, let us help you keep score. Example..."seems like my Capital Accumulation Plan is always going up". Reality check...its been only your paycheck contributions that were moving the chains. Just like the rest of the world, your mutual funds witnessed a flat decade. Especially with only eight investment options in the Capital Accumulation Plan. Due to busy schedules, you don't have the time or expertise to take advantage of this historic volatility which could add up to big profits on sizable moves in the market. Let us show you how to cash in on these missed opportunities. 

Challenge #3) "I will always be able to get a coaching job". Like death and taxes, getting fired is in inevitable and you can get replaced overnight, with many other coaches right behind you. Don't be only as strong as your last paycheck, be self sufficiant and financially independent by saving enough for a rainy day. This train will come to an end, and usually right when you can least afford it.

Bonus Challenge) "Between social security, the NFL pension, and my Capital Accumulation Plan, I will have enough to retire comfortably". In the new economy, coaches need to be lean, liquid, and mobile. Since you move every few years, you could have been pocketing hundreds of thousands of dollars in real estate commissions. You should consider the low cost- low stress option of renting, allowing you to build multiple piles of future income streams.

To remain confident long after the game has left you, book a phone consultation. When ready, we can consolidate retirement plans as you move teams. This way you keep the same advisor and we move with you every step of the way forging a lifelong intelligence strategy.