Financial Literacy Mentorship
APG Solutions
Teaching Financial Oversight Education for Athletes and their Families.
Ensuring your best interests are always at the forefront.
Who should be at your table?
Comprehensive Financial Advocacy:
Empowering you to grasp the intricacies of your finances and investments, enhancing your financial comprehension and decision-making skills.
Interview Preparation Education
We help you prepare for interviews with financial advisors by providing sample questions and coaching on what to look and listen for — so you feel confident in your decision-making.
Interview Support via Zoom (Optional)
If desired, we can join you as a neutral, educational presence during advisor interviews to help ensure your questions are clearly answered and your goals are effectively communicated.
Background Research Support
We can help you navigate publicly available regulatory and professional background check tools (such as FINRA BrokerCheck and the SEC IAPD) to learn more about the professionals you’re considering.
Interview Debrief and Coaching
After your advisor interviews, we offer a debrief session to help you reflect on what was discussed and identify any follow-up questions you may want to ask.
Empowering Financial Education:
Our mission is to elevate and empower athletes and their families with the knowledge and tools to make informed financial decisions and secure their future.
Get Paid. Stay Paid. Learn How.
Fee Literacy
We help you understand common fee structures used by financial professionals — including what’s typical and what to ask — so you’re better equipped to evaluate costs.
Statement Literacy
We offer general education to help you better understand the kinds of information found on investment or brokerage statements — empowering you to ask informed questions during your advisor meetings.
Investment Concept Education
We help you build your financial literacy by teaching foundational concepts so that eventually you can translate financial jargon into meaningful conversations about your priorities and gain clarity.
Working Alongside You:
Communication Coaching
We support you in crafting clear, confident communication with your advisor — especially when it comes to asking questions about performance, services, and alignment - reflecting your priorities and letting your advisor know that you are involved and educated.Annual Review Coaching & Support
If you’d like, we can join your annual advisor meetings as a support presence and help you prepare a list of questions to ask in advance.
With an experienced educator in the room, you're better equipped to stay aligned with your priorities.
Trusted Educational Ally
Our mission is to help you feel empowered, not overwhelmed. We walk beside you — not as an advisor — but as an educator, interpreter, and ally for your financial understanding and protecting your interests.
Serving as a point of coordination—not advice—we help support transparency and accountability across your financial relationships.
Bringing an independent perspective to your financial team can enhance clarity and accountability.
Let’s Connect.
Ensuring your best interests are always at the forefront.