The Game Plan

If you don't know where you are going, you might end up somewhere else!”
- Yogi Berra

Traditional Issues to be Addressed During a Typical Career:

    • 1st Signing bonus
    • 1st vehicle purchase
    • Establish US/Canadian credit rating
    • Establish budget and spending discipline
    • Start Investment Portfolio
    • Establish fully integrated estate plan
    • Buy 1st House
    • Review & carry adequate disability insurance
    • Carry umbrella liability insurance
    • Marriage / Common Law (prenuptial agreement, cohabitation agreement)
    • Update estate plan
    • Financial planning decisions paying down debt vs. building equity
    • Buy secondary home/ establish home base
    • Align with a charity / Establish Charitable Trust
    • Have children / update estate plan
    • Help immediate family members financially
    • Acquire significant assets / continue to build net worth
    • Diversify into private business opportunities
    • Begin planning post playing career
    • Consolidate assets with view to establishing permanent residency in a chosen country
    • Transition investment portfolio to retirement mode