The best coaches in any sport have a deep understanding of the difficulty of the task at hand. There is a respect for the challenge, but an innate ability to continually reach new levels of excellence.
In looking for a financial advisor, you are choosing your financial coach. You should demand honesty, experience, and commitment through thick and thin.
There is a lot of excitement on draft day, the first time you make the 40-man roster, or the day of your big league debut.
But for every one of those days, there are dozens of guys that get traded, DFA'd, released, or retire. At some point in your career, at least one of these outcomes is inevitable.
Professional sports are stressful. Managing your finances doesn't need to be.
"The difference between the impossible and the possible lies in a person's determination."
Pro athlete packages
All CFG plans come with a 1-year, money back, 100% satisfaction promise.*
Seriously. If after the first year you are not completely satisfied with the plan or service, we will write you a check for your entire first year's fee. Learn more.
We understand the grind of Minor League baseball. This is ideal to start you off on the right track, provide financial education, and set you up for long-term success.
Complete financial plan
Personal finance education
Signing bonus planning
In- & off-season budgeting
Objective client advocacy
Debt repayment strategy
Life changes dramatically once you make your way on to the 40 Man and then the 25 Man. Income increases, but so does stress and complexity. Planning is key here.
All of Level 1
Cash flow advice
Monthly check-in calls
Home purchase/rent advice
MLB benefits guidance
The longer a player plays, the more complex the financial situation. This is where players with a business, foundation, or other extra service needs generally land.
All of Levels 1 & 2
Cash flow management
Major purchase negotiations
Charitable giving strategy
No one likes a
cookie cutter, one-size-fits-all approach.
In our experience, players are not sure what sort of planning or service they need. These offer a starting point based on our experience and understanding of what players generally need at each stage of their career.
However, every package is completely customizable
to fit your specific needs. Learn more.
Surround yourself with good people. People who are going to be honest with you and look out for your best interests."
Being a professional athlete changes your life.
It is the fulfillment of a childhood dream and the culmination of a lifetime of dedication.
But the day you begin getting paid to play, everything changes.
You need an agent, a trainer, and a mental coach. Then you need an accountant, a financial advisor, and an attorney. And don't forget about your family, friends, and old teammates.
Suddenly your "team" can get out of hand.
Having the CFG team handle your:
cash flow management,
charitable strategy, and
removes a ton of anxiety from an already extraordinarily stressful career and lifestyle.