Rookie

From paid to protected

Pricing: Starts at $2,500/mo

Scope: Private Advisory

Access: Application-based

What’s Included

Cashflow system & banking architecture: dedicated accounts, reserves, and clear inflow/outflow rules.
Entity / trust coordination: LLC + basic trust layering to shield income and assets.
Tax positioning with CPA coordination: documentation flow and quarterly planning.
Contract walkthrough & financial impact review: translate deal terms into real cash outcomes.
NIL / endorsement onboarding (if applicable): payment routing, tracking, and compliance guardrails.
Monthly strategy review & risk guardrails: spending controls, alerts, and early warning signals.