Financial plannerLauryn Williams, a four-time Olympian champion and founder of Worth Winning, a fee-only, completely virtual, comprehensive financial planning firm focused on servingmillennialsand professional athletes, suggests planning for two retirements. The first retirement is from pro sport...
Ask the planner what qualifies him to offer financial planning advice and whether he is recognized as a CERTIFIED FINANCIAL PLANNER™ professional or CFP® practitioner, a Certified Public Accountant/Personal Financial Specialist (CPA/PFS), or a Chartered Financial Consultant (ChFC). Look for a...
Unique Issues for Professional Athletes and Entertainers N High earnings for limited time N High earnings early N Inconsistent / unpredictable income N High risk investment temptations N Image to maintain / comparing to others N Injury impact on income N High tax obligations N Family & friend fina...
Founder & Financial Planner, Sofia Financial | Berwyn, PA McCullough founded Sofia Financial, an independent business that aims to empower women to make wise financial decisions and reduce their money stress. She also hosts a podcast called “Take Back Retirement” where she has conversations with ...
Jedidiah Collins was a professional football player before becoming a Certified Financial Planner and financial educator. He refers to a “pro mindset” that many great athletes have. “It means you have confidence in yourself and trust in your team, and you’re committed to adding value to wha...
In a future post coming soon, we’ll take a look how Ballers depicts the life of a professional financial planner which, trust me, isn’t quite as interesting as it’s portrayed on the show. Still, there are plenty of lessons to be had here as to what to look for when choosing a ...
Even the best athletes have coaches. Therefore, anyone can benefit from the services of a financial planner. We’ll design a plan tailored to your needs and goals and will guide you through staying on track. Paul Roldán, CFP® CEO & Co-Founder Paul Roldán, CFP® is the CEO and Co...
CERTIFIED FINANCIAL PLANNER victoria@mavenplanning.com Inspired by her desire to help people and make a difference in their lives, Victoria Staudinger has devoted her life to helping others achieve their vision. Financial security is often a major objective in each of our lives. You try to do ...
Finances for Pro Athletes ; Knox Planner Launches Service Financial planner Brad Fullington believes he knows why highlypaid professional athletes often... A James 被引量: 0发表: 0年 CFP Board Launches Virtual Financial Planning Center The article announces the launch of the virtual financial plannin...
Like professional athletes, corporate executives & entrepreneurs, financial advisors need a coach to improve performance & increase earnings.