Your Financial Game Plan
We know the game, the grind, and the uncertainty. Let us be your strategic partner off the field—so your family’s financial goals stay on track no matter where the next season takes you.
We know coaching isn't just a job—it's a lifestyle. Whether you're on the field Saturday nights or at the helm of a professional program, the demands on your time, energy, and finances are unique.
I understand that a coaching family's financial life looks very different from the average household. With over 20 years of personal and professional experience, it is my goal to help navigate the uncertainty, the time constraints and the sacrifices that coaches, their spouses and families make each season.
You bring the discipline and strategy to the field. As your financial advisor I bring that same approach to your finances. So whether you're focused on winning games or planning your next move, you can rest assured that your needs are taken care of and your financial plan is in place.
How I can help
Cash Flow and Budget Planning: Plan around seasonal or performance-based pay.
Tax Strategy: Account for taxes across state lines and varying income types.
Investment Management: Take a high level view of your retirement plans from previous and current employers and evaluate your options.
Retirement Planning: Tailored to early retirement, second careers and everything in between.
Insurance & Risk Management: Assess for job loss, disability or relocation.
Education Planning: Plan for your child’s education in an ever changing environment.