ESTABLISH A WILL
ESTABLISH DISABILITY INSURANCE
ESTABLISH LIFE INSURANCE
COMPLETE W-4 INFORMATION FOR THE TEAM (federal and state)
TAX PLANNING (federal and state)
ESTABLISH A BUDGET
ESTABLISH BANKING RELATIONSHIP (i.e. accounts, loans)
ESTABLISH A CUSTOM SET OF INDIVIDUAL ACCOUNTING RECORDS
ASSIST IN ESTABLISHMENT OF RETIREMENT PLAN
ASSIST IN MAJOR PURCHASES (upon request)
ASSIST IN INVESTMENTS (T-bills, muni-bonds, CD's, etc.)
ASSIST IN PERSONAL MATTERS
MAINTAIN A DAILY CALENDAR OF ATHLETES ACTIVITIES.
SCHEDULE APPEARANCES.
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FINANCIAL SERVICES 
