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The Game Plan

This is our game plan, The Financial Powerplay. It's how we plan for your financial future like a champion and build a winning strategy for your wealth.  We don’t just jump onto the ice without a strategy -we build a financial playbook tailored to your goals, lifestyle, and the realities of the hockey world. Here’s how we guide you through every period of your financial journey:

1st Period: The discovery meeting, to assess your goals & game plan

1st Period: The discovery meeting, to assess your goals & game plan

Before making any financial moves, we start with a discovery session to understand your goals, challenges, and financial pain points. Many people want to jump straight into investing, but it’s about more than investing. Plus, without a game plan, it’s like taking a shot without aiming. We’ll also assess your existing investments and savings, ensuring they align with your long-term vision.

This period includes:

Identiy Goals

Identifying your short-term and long-term financial goals

Discuss Your Needs

Discussing cash flow, savings, investments, and budgeting

Address Concerns

Addressing financial concerns specific to hockey families and professionals

Onboarding & Account Setup

We help with transfers, consolidations, and structuring your accounts for efficiency

2nd Period: Building your financial playbook

2nd Period: Building your financial playbook

A successful team follows a game plan—your finances should be no different. Once we understand your goals, we develop a customized financial playbook to guide your decisions.

This period includes:

Investment Strategy

Aligning your portfolio with your financial future

Risk Management

Ensuring you're covered for unexpected events

Retirement & Education Planning

Balancing your future while supporting your young athlete’s dreams

Tax Efficiency

Helping you keep more of what you earn

3rd Period: Regular reviews & strategic adjustments

3rd Period: Regular reviews & strategic adjustments

A great coach doesn’t just set a plan and walk away—they review performance, make adjustments, and refine the strategy. That’s why we schedule regular check-ins, at least twice a year, to ensure you’re staying on track.

This period includes:

Review Progress

Reviewing your progress toward key goals

Make Adjustments

 Adjusting your strategy for any life changes—whether it’s a new job, a growing family, or a major expense

Answer Questions

 Answering your financial questions—because you should never feel like you're on your own

Identifying New Opportunities

Your financial game plan should evolve with you, not behind you

And Finally... Overtime for ongoing support & proactive coaching

Life doesn’t always go as planned, good or bad, and financial decisions shouldn’t wait until your next review. So, I encourage open and ongoing communication—whether it’s a scholarship offer, a job change, or a new business opportunity, or a dream vacation, I’m here to help.

Just like a great coach, we’re in your corner when you need us most.


Ready to Get Started?

"Brett understands my financial challenges"

"I decided to work with Brett & Uptown Wealth Management team because of his passion for women's hockey. Brett understands my financial challenges as a professional hockey player.''


Kaity

Professional Hockey Player

"I was never able to do this with my previous advisor"

"I've been really looking for an advisor I can go back & forth with on different ideas & financial situations. I was never able to do this with my previous advisor or didn't feel comfortable. Brett has been a great resource in educating & guiding me with my financial needs."


Zach

Professional Hockey Player

 Ready to start building your financial playbook? Let’s drop the puck and get to work.


I'm Ready to Get Started!