Case Study 01 -- Top Draft Pick | MOMENT PRIVATE WEALTH

OUR APPROACH

Mark and his family wanted to hire a financial team that had the experience they lacked. Knowing that they have one chance to “do this right” it was paramount they made the right moves.

They wanted a financial team that understood the ins and outs of the draft process and could support Mark throughout his career.

Pro Athlete

Case Study 01

Mark | First-Round Draft Pick

THE

CHALLENGE

Mark was a top prospect with more questions than answers. He had worked for years to put himself in a position to capitalize on his athletic ability. The challenge was determining how to do it right the first time in a situation that only happens once in a lifetime.

BACK

THE

RESULTS

When Mark and his family hired Moment, they were focused on the entire financial picture. They wanted strategies to reduce his tax bill, build a sustainable lifestyle, and ensure an investment portfolio that would protect his big payday.

Mark is now a professional athlete. He and his family know that in a sea of unknowns, they are controlling what they can. Mark is getting educated about his wealth, making good decisions, and has a plan to protect his signing bonus.