Preparing for life before, during and after competition
The demands of an athlete stretch far beyond the painted stripes and hardcourt.
Not only are you faced with a closely watched and scrutinized job, you also are now in charge of managing sudden wealth, lifestyle pressures, and family and friends’ expectations at a young age. There is also the responsibility of managing a shorter career and the transition into a long life after competition is over.
Dedicating the time to research and make informed financial decisions can be both time-consuming and overwhelming. You need a trusted partner and advisor who is after your best interests and will walk alongside you as you navigate the financial and emotional complexities encountered by most professional athletes.
Some financial firms start and stop with investment management. We believe investing your wealth is only a small slice of the big picture. We seek to help you tackle the harder and deeper questions about your personal goals for your life and finances.
- What is important in your life, and how do you go about prioritizing those goals?
- Why is money important to you personally?
- What is the legacy you want to leave behind to your heirs and your community?
- What has been meaningful to your life up to this point and what hasn’t?
We will walk alongside you as you find success with your finances, family and community.
Life after sports offers a great opportunity for reinvention. We can partner with you to serve as a sounding board and a second set of ears for business pitches or opportunities that may come your way, from sports team ownership to clothing/accessory line, real estate, and venture capital.
Athletes in transition
Succeeding in athletics and in business, investing or entrepreneurship are not mutually exclusive. NBA forward Andre Iguodala said, “Thinking about career transitions near the end of the game is too late, because the time to start the process is while you’re still on the court. As NBA players realize our position of global influence, it’s imperative we define ourselves as more than just basketball players, but also as businessmen and entrepreneurs who contribute to society. In doing so, we better ourselves, better the game, and better the world.” A career in sports eventually will come to a close. Our Built for Life Program will help you think through the right questions and begin building a personal network for your success in the next chapter of your life.
Meet Our Professionals
Stephen Nelson, CFP®
Stephen joined the firm in 2016 to assist individuals, families, and businesses plan for their financial future through prudent and values-based advice. Trust, stewardship, integrity, and excellent service are the bedrock of every interaction with his clients. His experience prior to joining the firm includes investment management, financial planning and advising. He aims to educate,…
- Financial planning
- Investment management
- High-net worth families and individuals
- Business owners
- CERTIFIED FINANCIAL PLANNER™