Specialty Occupations
We understand that niche occupations need niche financial planning. Your needs are different than most and involve sophisticated advice harder to find on google searches. Whether you are a professional athlete, pilot, or have uniquely coded compensation, your plan should be just as tailored as the effort you put into your own career.
Our Process:
1. Gameplan Your Goals: Your occupational talent can be short or long lived, so we want to create a plan that fits your specific needs 😊. Just like flying a plane, we want to find the most optimal path to help you reach your destination.
2. Creating Your Plan: Having the proper foundation for your playbook is critical. Just like every player on the field plays an important role, your financial plan should focus on the details to get you from where you are to where you want to go.
3. Executing The Gameplan: Once your plan is created and understood, it’s time to jump into the cockpit and take action. “Action cures anxiety”. Time to jump off the practice field into the game!
4. Reviewing Your Gameplan: Time to review the tape. What went right, what went wrong, and what have we learned? Properly evaluating your income streams, financial habits, and course of action is key to staying on track. Together, now that we “are” financially successful, let’s “stay” financially successful. The best athletes and professionals are consistent and do the simple things better than anyone else!
