GamePlan Wealth, Your Business Management Playbook925.627.1808
IDIOMA:   ENGLISH   ·   ESPAGNOL

SERVICES

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Roll your mouse over the wheel below to learn about GamePlan's service offerings. GamePlan will provide as few or as many of these services that fit your needs. If you are already satisfied with services from another provider, we respect that. GamePlan can provide any other services which are not currently being filled.

  • We will work to make sure you are respected and admired in the community and in your sport
  • Make a positive impression whenever you are in public and make a connection with your fans
  • To help prepare you for the pressures of the media and develop a positive relationship with them
  • We will help you prepare and coach you for public speaking engagements
  • Identify philanthropic targets
  • Create charitable strategy and goals
  • Coordinate strategic corporate charitable donors
  • Consider all financial and tax implications to maximize giving potential
  • GamePlan can help you with interviewing and selecting a financial advisor that meets your needs
  • We will provide oversight of your financial advisor to ensure protection of your assets
  • Provide financial mentoring from retired players
  • We will oversee budget and wealth management
  • Customized investment strategies
  • Personal asset protection and estate planning
  • Professional risk management
  • We help with corporation development
  • Identifying personal business interests
  • Entrepreneurial advice and guidance
  • Mentoring from industry specialists
  • Assistance with athlete relocation
  • Evaluation and negotiation of home purchases, automobiles, and other big ticket items
  • Development of life skills
  • Travel advice and coordination
  • Spouse education of family financial components
  • Help in creation of businesses for family members
  • We will help find the right insurance mix for you and negotiate good rates
  • Disability insurance (protection if you can no longer perform)
  • Life insurance
  • Personal liability (protection from lawsuits against you)
  • Home, auto, boat, etc. insurance
  • GamePlan will oversee tax preparation by experienced third party specialists
  • Help in minimize exposure to tax liability
  • Prepare tax returns for all states where you perform
  • Develop relationships with key business leaders
  • Develop relationships with key corporations
  • Partner with other athletes with similar interests
  • Create relationships with business executives for post career opportunities
  • Explore post career interests during playing career
  • Create plan to build towards those interests
  • Network with key contacts to help uncover business opportunities
  • Networking assistance from retired players
  • Help create your resume and develop interview skills
  • Define image and message you want to communicate to your fans and community
  • Create social media identity through personal website, Facebook, Twitter, etc.
  • Engage your community to create a demand for a connection with you
  • Learn from those who have already lived your life
  • Receive mentoring for your specific sport
  • Learn skills for managing team politics
  • Learn to be more valuable to your team and community
  • Advice for unexpected financial situations
  • Advice for planning career and life after sports
  • GamePlan prides itself on the key contacts it has to pursue endorsement and appearance opportunities on behalf of its athletes
  • Create a personal marketing plan tailored to fit your image and interests to increase demand for your services
SERVICES WHEEL (interactive)