WE FIXED IT.
We got tired of "One size fits all" approach.
Careers in Sports share common money challenges. Yet each career stage is different, and some prefer more support than others.
SERVICE OPTIONS
Choose the service options to get Support you need, wherever you are in your sports career.
You’ll receive personalized guidance across all areas of your financial life including investing, retirement planning, tax reduction, insurance, debt management, cash flow, and real estate.
ProMoney
A cost-effective way for athletes and sports professionals to ask questions and receive financial guidance as needed.
Private Wealth
Personalized guidance for you to gain control of your finances and build wealth with intention.
SERVICE OPTIONSOngoing access to our team of sports-specific financial advisors. Includes:
Learn More
ProMoney Coaching
A cost-effective way for athletes and sports professionals to ask questions and receive financial guidance as needed.
Ongoing access to our team of sports-specific financial advisors. Includes:
As-needed financial coaching sessions with a Certified ProMoney Coach Advisor question portal ProMoney® financial monitoring app
SERVICE OPTIONSUnlimited, one-on-one guidance from a dedicated Certified Advisor. Includes:
Book Free Consultation
Private Wealth
Personalized guidance for you to gain control of your finances and build wealth with intention.
Unlimited, one-on-one guidance from a dedicated Certified Advisor. Includes:
Unlimited calls, emails, and meetings with a dedicated professional Portfolio management (CFA® charterholder) Initial action plan 3 progress meetings per year Online dashboard with net worth tracking Retirement planning Estate planning
Ready to take your finances Pro?
SERVICE OPTIONS
Choose the service options to get Support you need, wherever you are in your sports career.
You’ll receive personalized guidance across all areas of your financial life including investing, retirement planning, tax reduction, insurance, debt management, cash flow, and real estate.
ProMoney Coaching
A cost-effective way for athletes and sports professionals to ask questions and receive financial guidance as needed.
Ongoing access to our team of sports-specific financial advisors. Includes:
As-needed financial coaching sessions with a Certified ProMoney Coach Advisor question portal ProMoney® financial monitoring app
Private Wealth
Personalized guidance for you to gain control of your finances and build wealth with intention.
Unlimited, one-on-one guidance from a dedicated Certified Advisor. Includes:
Unlimited calls, emails, and meetings with a dedicated professional Portfolio management (CFA® charterholder) Initial action plan 3 progress meetings per year Online dashboard with net worth tracking Retirement planning Estate planning
Private Wealth Management
Fees are based on your career stage and investment balance.
Full service financial planning and custom portfolio management with unlimited access to an athlete-specific certified, Fiduciary Advisor.
Resources
Financial Monitoring App
Quarterly Net Worth Reports
Clients-only Huddles
Investments
Custom Portfolio Mngt
Daily CFA® oversight
Tax-Efficient Rebalancing
Support
Dedicated Fiduciary Advisor
Unlimited calls, texts, emails
Collaboration with other service professionals
Guiding athletes through each career stage.
Thousands of athletes and sports professionals have trusted ProMoney and ProBooks to build unique financial plans and deploy comprehensive investment strategies to protect and build their wealth, all while helping them live their best lives today.
45%
Leverage agile frameworks to provide a robust synopsis for high level overviews.
32%
Iterative approaches to corporate strategy foster collaborative thinking.
95%
To further the overall value proposition organically grow the holistic world.
14%
View of disruptive innovation via workplace diversity and empowerment.
“Once I saw the new results, there was no way to going back.”
⸻ Harvey Edwards, EasyBusiness CEO
