Book an Appointment

Day: September 2, 2025

Building a future outside of playing sports.

Why it’s important to know yourself outside the game you love so much. Figuring out what other passions or talents you possess is crucial for a healthy future. I almost fell victim to that but found my path in midst of nearly giving up. https://www.nj.com/sports/2025/08/shilo-sanders-shares-emotional-message-after-being-waived-ive-been-prepared-for-anything.html  

Awareness and understanding of core personal finance principles including the following:

  1. Budgeting

    • Understand the definition of budgeting and why it’s important
    • Understand the types of budget approaches
    • Learn the general process of budgeting
    • Develop a clear understanding of the tools and resources for implementing a budget
  1. Saving and Reserving
    • Understand the types of savings vehicles
    • Learn the process of goal setting and matching savings to specific goals
  2. Credit and Debt
    • Understand the purpose of credit and debt
    • Learn the types of credit and debt and the appropriate uses of each and when to use credit/debt
  3. Insurance
    • Understand the purpose of insurance
    • Learn the types of insurance (i.e. life, health, etc.), types of coverage, and the common uses of each
  4. Investments
    • Description of Account types and investment vehicles
    • Overview of markets, asset classes, and financial instruments
    • Understand the common uses of each of the general financial instruments within the context of wealth building and wealth preservation.