Registered Investment Advisor
Clarity · Transparency · Commitment
Aug 12, 2018
1. Have a great support team.
2. Have a malleable business plan.
3. Focus on KPIs (Key Performance Indicators).
4. Have fun with your BHAG (Big Harry Audacious Goal).
Please send a free Budget Worksheet to aid in tracking monthly and annual expenses.
Please send a copy of “Looking Ahead,” the Financial Playbook for:
College Basketball Players
College Football Players
College Baseball Players
College Golf Players
College Tennis Players
Please send a copy of the NFL Player Resource Guide.
Please send 7Summit GIPS Reports.