Our Process
You Bet On Yourself. Our Specialty is Clients Like You Because We’ve Been In Your Shoes.
As athletes and entrepreneurs ourselves, we built this firm from lived experience, not just professional credentials. We’re built to help you make the most of your money.
Most advisors want to manage your money before they understand your life.
We do it the other way around. You'll see exactly what we'd do so you can determine if we are the right partner.
Before You Become A Client
1.
Determine Fit
15 Minutes
A quick conversation to make sure your situation matches our expertise. If it does, we go deeper.
2.
Dream Outcome
When You Become A Client
We learn what you're actually trying to build. Not your portfolio goals—your life goals. What would success look like working with a financial team?
3.
Tailored Roadmap
Your Personal Plan
We come back with a complete analysis of your financial life: income mapped, taxes analyzed, insurance reviewed for gaps, estate exposure quantified, and investments stress-tested. Every opportunity identified.
“Not many people truly care like these guys do, and it's rare that an advisor looks out for you like it's their own money!”
Mike W.
Once You're A Client
Phase 1: Getting Organized
Consolidate & Onboard
Every account consolidated. Every custodian mapped. Your complete net worth—taxable, retirement, business interests, real estate, debt—on one page, updated in real time.
Before any account is transferred or dollar moved you have clarity on your entire picture.
Phase 2: Cash Flow & Tax Planning
Every Dollar Gets A Job
We map your income, your spending, and your surplus, then allocate every dollar intentionally.
Our job is to never leave the IRS a tip. You have worked hard for your money, our job is to make sure you are paying more in taxes than you should.
Phase 3: Estate & Insurance
Protecting What You've Built
Every policy reviewed against a simple standard: optimal, action required, or needs discussion. On the estate side, most clients at your level have more exposure than they realize.
We'll show you the number, map the right structure, and coordinate implementation with your attorneys, making sure everything works together.
Phase 4: Investment Proposal
Aligning Your Money With Your Life
Your portfolio built around three purposes: a War Chest for the near term, a Growth Strategy for the middle years, and an Aspirational layer for the long horizon.
We'll show you exactly what needs to change before we invest a dollar. Evidence-based, not guesswork.
Phase 5: Moment Manage
The Ongoing Relationship
You'll always know when we're meeting and what we're working on. Q1: planning and annual goals. Q2–Q3: tax review and cash management. Q4: year-end and progress. Every day in between: your portfolio managed, your team coordinated, your plan executed.
You're not managing the team. We are.
“What I appreciate most is how seamlessly they collaborate with our accountant, insurance agent, and other professionals to ensure every part of our financial picture is aligned.”
Maggie R.
Moment Manage
Ongoing Management, Support and Access
Before You Become A Client
Quarter 1
Financial Planning & Goal Setting
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Tri annual meeting to discuss yearly goals, tax-saving opportunities, and your investment portfolio
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Develop annual plan to meet your goals
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Coordinate tax information and planning with your CPA
Quarters 2 & 3
Tax Review & Cash Management
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Review current year tax return
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Review cash position and investment portfolio
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Review all insurance coverages
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Active planning updates based on life and legal changes
Quarter 4
Tax Planning & Year-End Review
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Tri annual meeting yearly progress
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Discuss progress on goals
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Year end tax planning
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Active planning updates based on life and legal changes
You get day-to-day account visibility via the Moment client portal.
We handle coordination with your agent, accountant, and attorney.
We handle investment and portfolio management, trades and due diligence.
Our guidance keeps you on-track with your personalized wealth plan.
“If you’re looking for a financial advisory team that blends world-class expertise with genuine human care, look no further.”
Jordan H.
What types of clients does Moment work with?
What types of clients does Moment work with?
What types of clients does Moment work with?
What types of clients does Moment work with?
What services does Moment provide?
How can I see my money and where is it held?
How does Moment charge for services?
What makes Moment different from other financial Advisors?
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We charge one fee, either a flat fee minimum fee, or a percentage of assets we manage.
These fees are determined based on your situation. For more information regarding specific fees for your situation, please contact our team.
We do not receive any commissions or kickbacks. This allows us to ensure we are fiercely loyal to one person—our clients.
Moment provides cash management, tax planning, risk management, estate planning advisory, and investment management.
Through our partners, Moment provides banking services, bill pay, business management, and a full suite of family office services.
Moment utilizes Fidelity as a third-party custodian for client assets. Fidelity is one of the largest custodians in the world, holding more than $15 trillion of assets.
Clients can view their portfolio through the Fidelity website as well as our Moment Client Portal.
FREQUENTLY ASKED QUESTIONS
Why should I consider hiring Moment?
First, let us explain who shouldn’t hire us.
If you’re looking for an advisor who will pitch shiny object investments or be a “yes man,” you’re in the wrong place.
Why?
We believe in being truth tellers and only giving advice that we take ourselves.
The investments, strategies, and planning we do are all things our advisors do with their own money. If you are an athlete or entrepreneur interested in things like lowering your tax bill, investing smarter, and finding a trusted partner we might be a good fit for you.
We are specialists in athletes and entrepreneurs.
Our athletes range from top draft picks to league all-stars. They want a team that's willing to speak the truth and make their money to last long after their playing career ends.
Our entrepreneurs range from owners at the inflection point to people planning for a life changing exit. They want a team that understands what winning looks like when you've bet on yourself.
We charge one fee, either a flat fee minimum fee, or a percentage of assets we manage.
These fees are determined based on your situation. For more information regarding specific fees for your situation, please contact our team.
We do not receive any commissions or kickbacks. This allows us to ensure we are fiercely loyal to one person—our clients.Moment provides cash management, tax planning, risk management, estate planning advisory, and investment management.
Through our partners, Moment provides banking services, bill pay, business management, and a full suite of family office services.Moment utilizes Fidelity as a third-party custodian for client assets. Fidelity is one of the largest custodians in the world, holding more than $15 trillion of assets.
Clients can view their portfolio through the Fidelity website as well as our Moment Client Portal.First, let us explain who shouldn’t hire us.
If you’re looking for an advisor who will pitch shiny object investments or be a “yes man,” you’re in the wrong place.
Why?
We believe in being truth tellers and only giving advice that we take ourselves.
The investments, strategies, and planning we do are all things our advisors do with their own money.If you are an athlete or entrepreneur interested in things like lowering your tax bill, investing smarter, and finding a trusted partner we might be a good fit for you.
Frequently Asked Questions
Consolidate & Onboard
Every account consolidated. Every custodian mapped. Your complete net worth—taxable, retirement, business interests, real estate, debt—on one page, updated in real time.
Before any account is transferred or dollar moved you have clarity on your entire picture.Every Dollar Gets A Job
We map your income, your spending, and your surplus, then allocate every dollar intentionally.
Our job is to never leave the IRS a tip. You have worked hard for your money, our job is to make sure you are paying more in taxes than you should.Protecting What You've Built
Every policy reviewed against a simple standard: optimal, action required, or needs discussion. On the estate side, most clients at your level have more exposure than they realize.
We'll show you the number, map the right structure, and coordinate implementation with your attorneys, making sure everything works together.Aligning Your Money With Your Life
Your portfolio built around three purposes: a War Chest for the near term, a Growth Strategy for the middle years, and an Aspirational layer for the long horizon.
We'll show you exactly what needs to change before we invest a dollar. Evidence-based, not guesswork.The Ongoing Relationship
You'll always know when we're meeting and what we're working on. Q1: planning and annual goals. Q2–Q3: tax review and cash management. Q4: year-end and progress. Every day in between: your portfolio managed, your team coordinated, your plan executed.
You're not managing the team. We are.
Moment Map Process
“What I appreciate most is how seamlessly they collaborate with our accountant, insurance agent, and other professionals to ensure every part of our financial picture is aligned.”
Maggie R.