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COMPASS MANAGEMENT: At Compass, our focus is guiding clients through a disciplined process with respect to the near term and long term objectives, from Financial Guidance and Legacy Planning to Retirement and Estate Planning. Throughout each client's professional career, Compass will be alongside them to help with any important decisions regarding their careers in athletics and beyond. Through close relationships with each client's agent, we will be in constant communication so that our client is always well informed. ...through the roar of the crowds our voice is heard and the direction is clear...

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Page 1: Compass fronts test

COMPASS MANAGEMENT:

At Compass, our focus is guiding clients through a disciplined process withrespect to the near term and long term objectives, from Financial Guidance

and Legacy Planning to Retirement and Estate Planning.

Throughout each client's professional career, Compass will be alongside them tohelp with any important decisions regarding their careers in athletics and beyond.

Through close relationships with each client's agent, we will be in constantcommunication so that our client is always well informed.

...through the roar of the crowds our voice is heard and the direction is clear...

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OVERVIEW

OUR SERVICES

Ongoing Daily Planning

Long-Term Planning

Post-Career Guidance

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LONG TERM PLANNING

“Give people enough guidance to make the decisions you want them to make. Don’t tell them what to do but encourage them to do what is best.”

-Jimmy Johnson

You have worked hard......we want you to enjoy the fruits of your labor.

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DAILY TASKS

Our services are designed to simplify your life. They include, but are not limited to:

Banking, Budgeting and Routine Bill Payment

Bookkeeping, Accounting and Tax & Estate Planning

Monitoring, Recording and Collecting All Forms of Income

Liability Management

Negotiaton of Major Purchases:Home, Auto, Lines of Credit, Insurance

Oversight of Active Investments and Trusted Advisor Team

Work with Agent on all fronts inclusive of Second Contract Negotiations

Advise on Business Opportunities

Concierge Services: Fine Dining Reservations, Entertainment, Travel and Vacation Planning

“Never leave that till tomorrow which you can do today.”-Benjamin Franklin

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IMAGE MANAGEMENT

At Compass, we understand that it's not only your

In the world of sports and entertainment it's crucial to develop and maintain a media "brand" appropriate to your endeavors.

We carefully monitor the details of all of your public relations and branding opportunities.

both in the media, and in the bottom line.

"You now have to decide what 'image' you want for your brand. Image means personality. Products, like people, have personalities, and they can make or break them in the market place. "

-David Ogilvy

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WINNING EDGE

“Fortune knocks but once, but misfortune has much more patience.”

Compass Management is prepared to advance any client into a level of financial

security that will last them, and their families, a life-time. Through our strategic relationships

and networks across the spectrum of financial industries, we can provide you

with integrity and experience in a field where professional athletes and entertainers are

are often overlooked or misguided. We understand the time constraints on high

profile professionals and place significant importance on preserving your wealth without the

stress of uncertainty. We are here for you.