
Intro Call - NIL & High-Earning Talent
An at-cost 60-minute session to take explore your financial needs
Service Description
This private session is designed for NIL athletes, entertainers, and performance-based earners, and high-income individuals who need strategic financial guidance beyond basic tax preparation. As income increases, so does complexity and the cost of poor planning. During this Session, We Will: - Review your income and financial setup - Walkthrough how your money is being earned, managed, and allocated - Provide insight into your current structure and identify opportunities to improve efficiency - Answer your most important financial questions - Outline clear next steps to help you stay organized and financially prepared Note: If ongoing advisory support is a fit, your session fee will be credited toward your first engagement.
