Pro Athlete Checklist
Pro Athlete Checklist
At Meridian Financial our goal is to collaborate with our clients to help them make smart decisions with their money. Business and personal financial situations are complex and ever-evolving. The checklist below will help you to build a strong financial foundation.
- Educate yourself and take control of your financial future
- Put together your team (Agent, Financial Advisor, Accountant, Attorney)
- Complete budget
- Avoid spending money you don’t have yet
- Protect yourself and your family with insurances (auto, homeowner, renters, umbrella, life)
- Set up monthly drafts to force yourself to save
- Build out foundational investments first
- Once you’ve achieved financial independence, then look at more aggressive or riskier investments
- Beware of businesses and investments that seem too good to be true
- Speak with an attorney to consider ways to protect your assets from creditors and lawsuits
- Review your plan regularly or as your life changes (you’re traded, sign a new contract, relocate, become injured)
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