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Each month, 117 other athletes learn how to make the most of their money during the season

Financial Planning for Women's Soccer Players

Questions? You're Not Alone.

But don't let questions stop you from setting up your finances for the long term

You may have a feeling that you're not making the most of your money. That's common. And most people get stuck in that spot. They just don't know where to turn for help. So let's get you the info you need to feel confident to take action.

Awards

"Best financial advisor for millennials"

Business Insider

"40 Under 40" Class of 2021

InvestmentNews

"Top 100 Financial Advisor in the U.S."

Investopedia

"Best of D.C." Money Management Services

Washington City Paper

"Top Financial Advisor"

Washingtonian

@beeptestwealth

Your Questions, Answered

Absolutely! You don't need to be an active professional athlete for us to work together. You also don't need to play in a particular league, such as the NWSL. Rather, I want you to feel comfortable that I understand where your financial journey started. And that I've worked with other women's soccer players like you. Once I sign up to be your guide, I welcome our financial partnership as long as you need me.

#3: Can we still work together after I stop playing?

Are you ready to Take Control of Your Financial Future?

I'm a fee-only financial advisor. This means I don't have any financial products to sell you. I also don't earn any commissions. You simply pay for my guidance, accountability, and therapy (as needed!). More details here.

#2: How do you earn money? I already pay an agent.

Nope! Do you like managing your money? If so, you're certainly capable of handling these tasks yourself. But many people get stuck in place. Maybe they're busy. Or they have no interest. This is when an advisor can help.

#1: Do I need to Work with a financial advisor?

I'm a Certified Financial Planner. As part of holding this certification, I'm held to what's called a "fiduciary duty." This means that I'm required to always put my clients' interests first.

#4: How can I know you have my best interests in mind?

Hell yeah! Your partner is likely an integral part of your financial life. But every couple handles their finances differently. So I defer to you -- you can include your partner as much or as little as you wish.

#5: Can my partner participate?

I'm a Certified Financial Planner (CFP®), which is the most rigorous credential that the financial planning profession offers. I hold a Series 65 license, which government regulators require to practice financial planning. And I received an undergraduate business degree from Georgetown University and an MBA in finance from Georgia Tech. You can learn more about my background here.

#7: What Are Your Qualifications?

I hear you! Most of my clients have never worked with a financial advisor before. My goal isn't only to help you position your money for the future. I also emphasize education, so that you understand your way around your finances.

#6: This feels daunting. I only know a little about personal finance.

@beeptestwealth

Your Questions, Answered

Fast forward one year from now. Or, if possible at this point, fast forward to the end of your playing career. Where are you living? What brings you joy? How do you spend your time? Let's position your money today to make your answers to these questions possible.

#10: What does an ideal outcome look like for us?

#9: What services do you provide?

From my perspective, any aspect of your life that touches your finances should be fair game as part of comprehensive financial planning. So of course, we'll work on tax strategies and retirement planning. But let's not forget other important financial topics to you, like child care and future housing decisions.

I most commonly meet with clients virtually, over Zoom. But I welcome in-person meetings whenever we get a chance. If you have free time during your next visit to Washington, D.C., we certainly can meet then. I'm also happy to let you know whenever I'm in your city.