This young professional athlete recently signed a long-term contract. With his hectic training and travel schedule, he had very little time to maintain accurate and organized finances.
As the client’s career and financial life grew more complex, managing day-to-day financial responsibilities became increasingly difficult. With multiple accounts, recurring obligations, and frequent travel, the client lacked the time and structure needed to maintain clear oversight and real-time visibility into his finances.
Our main objective was to provide the professional athlete real-time financial visibility, structured oversight, and reliable execution—without adding to their workload.
“Plumb gave us confidence that the day-to-day financial administration was handled accurately and consistently. They understood the unique needs of a professional athlete and provided the structure, oversight, and reporting that allowed our client to stay focused on his career while we focused on higher-level planning.”
CLIENT’S FINANCIAL ADVISOR
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