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CLIENT JOURNEY
Athlete Financial Blueprint™
A guided strategy conversation for student and professional athletes to organize income, protection, financial habits, advisory coordination, and life after the game.
1 hour
Location BPPHQ Virtual Offices
Hosted by Chanda Ali & JABARI ALI
BEFORE YOUR APPOINTMENT
Prepare for your meeting
- Invite any key decision-makers who should be part of the conversation.
- Gather any information requested by your BPP Wealth Strategist.
- Write down the questions you want to make sure are answered.
Who should attend?
Your Wealth Strategist will guide you through the meeting and explain the next step.