
Where all your money actually is
If you’re on track or exposed
What to fix first
3 years at one school, 2 at another, 4 at another
Non‑profit employer, but “highly compensated” compared to most staff
12‑month grind: film, recruiting, portal, visits, camps… repeat
You can have retirement money scattered across multiple states and plans
You may be overloaded in tax‑deferred accounts with no clear tax strategy
You and your spouse feel in the dark about whether you’re actually okay
Find your starting point
Get a clear snapshot of where everything is now: TIAA, state plans, IRAs, cash, debt, insurance.
Map your trail of old jobs into one cohesive plan
See what can be consolidated, what must stay put, and how to make it feel like you were at one place your whole career.
Identify your “next 1–2 moves”
Practical, coach‑specific steps for the next 12 months: rainy‑day fund, tax positioning, protection for your family.
Include your spouse
Spouses can join or even lead the conversation. Many of the deepest questions come from them.
You’re a college coach, AD, or athletics staff member
You want peace of mind and a clear plan, not a second job managing money
You want to learn more about why university plans are not a fit for most athletic leaders
Played college sports himself
Walked away from a Fortune 100 VP job over 20 years ago
Has spent the last two decades serving nothing but college coaches, ADs, and university staff
Are independent fiduciaries (they’re not tied to one product they have to sell you)
Understand TIAA, state systems, and the “three‑bucket” reality for coaches
Continue working with you even when you move schools and states
Why coaches in non‑profit systems have unique tax advantages
The “financial GPS” concept and the three buckets of money
Common mistakes Kevin sees across college athletics
How to think about rainy‑day money, retirement, and family protection