This short form is designed to gather as much accurate preliminary information as possible so we can provide the best guidance tailored to you. Think of it like your first day on campus when your coaches run you through physicals, baseline testing, and evaluations, not to be invasive, but to create a personalized plan that helps you perform at your highest level. That’s exactly what we’re doing here. The more precise the information you provide, the more effective our guidance can be in helping you make smart NIL decisions. This is private, confidential information and will never be shared.

Please enable JavaScript in your browser to complete this form.

Name *

First

Last

School / University *

What Sport Do You Play? *

Date Of Birth *

Personal Email address *

Email

Confirm Email

Phone Number *

Home Address where your from *

School Address where you live *

Please list ALL the people helping you with NIL or life decisions (1)Parents (2)Agents (3)Coach (4)Other and their phone numbers and emails. Is it ok to contact them? *

Would you like us to send copies of any paperwork that needs to be signed to to any of the following? If so, please make sure to provide us with emails and contact numbers *

• Parents
• Agent
• Manager
• Coach
• Other
• No

In order for us to provide financial advice, we’ll need a signed client agreement. The client agreement will be sent by DocuSign that will be sent to your email address. You must sign that in order for us to provide guidance. We’re happy to provide a copy in advance for you and anyone else you'd like to review it with before signing. The agreement doesn’t lock you into any time commitment or obligation it simply allows us, as fiduciaries, to offer you personalized financial advice in a compliant and professional manner.

Have you received any NIL income? *

• Yes
• No

How much NIL income do you expect to earn this calendar year (January–December) Estimated total for the year?

Note: If you're making $200,000 or more per year, we may recommend establishing an S-Corporation to help with tax planning.

Do you currently have an S-Corporation (S-Corp) or LLC set up for NIL income?

• Yes
• No
• Not sure

When are you paid, and how often? (Please be specific) Start date of income?

Payment Frequency (How often do you get paid)

• One-time
• Monthly
• Per semester
• Per deliverable
• Other

If it is "Other" please describe at the end of this form, and list specific dates or timeline if available.

your you helping

Do you expect this income to continue next semester/year?

• Yes
• No
• Not sure

If we don’t have specific information on how much you're making and when you’re getting paid, we won’t be able to guide you appropriately. Accurate planning depends on this.

What Financial help would you like?

• Budgeting
• Saving and investing
• Tax education & estimated payments
• Setting up an LLC or S-Corp
• Understand Credit
• Helping your Family
• Financial Literacy / Financial education
• Managing large expenses or purchases

Have you worked with a financial advisor before? *

• Yes
• No

Do you want help planning for taxes related to NIL income? *

• Yes
• No

Would you like to schedule a call that includes your trusted contacts (parents, agent, etc.) and us? *

• Yes
• No

If you would like us to schedule a call that includes your trusted contacts (parents, agent, etc) and us, what is the best days and times? Please list the name's and phone numbers of who you would like us to call.

What account(s) would you like to open? *

• Roth IRA
• Brokerage Account
• Traditional IRA
• Don't know yet

In order for us to open up any account or provide guidance, we’ll need a signed client agreement. We do this with a DocuSign that is sent to your email, that you must sign. We’re happy to provide a copy in advance for you and anyone else you'd like to review it with before signing. The agreement doesn’t lock you into any time commitment or obligation it simply allows us, as fiduciaries, to offer you personalized financial advice in a compliant and professional manner.

What additional questions do you have or what else do you want us to know?

Submit