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Just a quick note before you begin filling out the form.
Completing this form does not obligate you in any way. It is not a contract and does not commit you to anything. It simply helps me gather information so I can better understand your situation and provide guidance tailored to you.
If you do not know an answer or prefer not to respond, just mark N/A and move on.
If you have questions while filling it out, feel free to call or text me anytime.
Pat Brown (785) 979-9796
If you later decide to move forward, there may be additional forms to sign that can easily be sent by email. All information provided is private and confidential and will never be shared.

Please enable JavaScript in your browser to complete this form.

Full Name *

First

Last

What name do you want to be called? (nickname)

School / University *

What Sport Do You Play? *

Date Of Birth *

Personal Email address *

Email

Confirm Email

Phone Number *

to list would

Home Address where your from *

School Address where you live *

Are you married, and if so what is your spouses name? *

Do you have any children? If so, what are their name(s) and ages? *

Please list ALL your TRUSTED people helping you with NIL or life decisions (1)Parents (2)Agents (3)Coach (4)Other and their phone numbers and emails. Please let them know they can contact me text/call. Pat Brown (785)979-9796 *

Make sure you add the Cell phone's and Email's of your Trusted people!

Is it ok to reach out to your trusted person if I am not able to get a hold of you? *

• Yes
• No
• N/A

Would you like us to send copies of any paperwork that needs to be signed to to any of the following? If so, please make sure to provide us with emails and contact numbers *

• Parents
• Agent
• Manager
• Coach
• Other
• No

In order for us to provide financial advice, we’ll need a signed client agreement. The client agreement will be sent by DocuSign that will be sent to your email address. You must sign that in order for us to provide guidance. We’re happy to provide a copy in advance for you and anyone else you'd like to review it with before signing. The agreement doesn’t lock you into any time commitment or obligation it simply allows us, as fiduciaries, to offer you personalized financial advice in a compliant and professional manner.

Do you have any of the following bank accounts set up?

• I don't have a Bank Account set up yet
• Personal Bank Account
• Business Bank Account
• Bank Account For Taxes

Have you received any NIL income? *

• Yes
• No

How much NIL income do you expect to earn this calendar year (January–December) Estimated total for the year? *

Note: If you're making $200,000 or more per year, we may recommend establishing an S-Corporation to help with tax planning.

How much would you like to invest each month? (If you don't know, we can visit about that and determine based off your NIL contract and tax structure) *

Do you currently have an LLC set up? *

• Yes
• No
• Not sure

If you are set up as an LLC, have you elected S-Corp for taxation?

• Yes
• No
• Not sure

If you don't have a LLC, and would like for us to set up an LLC for you please list 5 different names that you would like to name your LLC, with #1 being your top choice.

If we are not able to get the first name, we will go with the second. We will also need your Social security number which we will call you for.

Payment Frequency (How often do you get paid)

• One-time
• Monthly
• Per semester
• Per deliverable
• Other

If it is "Other" please describe at the end of this form, and list specific dates or timeline if available.

Do you expect this income to continue next semester/year?

• Yes
• No
• Not sure

If we don’t have specific information on how much you're making and when you’re getting paid, we won’t be able to guide you appropriately. Accurate planning depends on this.

What Financial help would you like?

• Budgeting
• Saving and Investing
• Tax Planning & Estimated payments
• Setting up an LLC or S-Corp
• Understand Credit
• Helping your Family
• Financial Literacy / Financial education
• Managing large expenses or purchases

Would you like our attorney to review your NIL contract? *

• Yes
• No

In order to have this done, we will need a client agreement signed by you. We can send it to you by email, and you can sign by email. Please submit your contract with the link at the very top "Upload Your NIL Contract Securely" Regardless of if you want a review or not, we would like to see the contract to see how it is structured.

Do you have a financial advisor? *

• Yes
• No

Do you want help planning for taxes related to NIL income? *

• Yes
• No

Do you have an accountant (CPA, EA)? *

• No
• Yes

If so, what is his/her name)

Also the name of the company if you know it.

Do you owe taxes from the previous year(s), and if so, how much do you owe from each year? Please type the year and the amount. *

Type Yes or No. If yes, the amount owed from the previous year(s)

Would you like to schedule a call that includes your trusted contacts (parents, agent, etc.) and us? *

• Yes
• No

If you would like us to conference call with your trusted contacts, please provide their contact information (email, cell, etc) below under additional questions.

What account(s) would you like to open? *

• Roth IRA
• Brokerage Account
• Traditional IRA
• SEP IRA
• Solo 401k
• Don't know yet

In order for us to open up any account or provide guidance, we’ll need a signed client agreement. We do this with a DocuSign that is sent to your email, that you must sign. We’re happy to provide a copy in advance for you and anyone else you'd like to review it with before signing. The agreement doesn’t lock you into any time commitment or obligation it simply allows us, as fiduciaries, to offer you personalized financial advice in a compliant and professional manner.

When you get a chance, schedule a time to meet, that works with your schedule. *

• Acknowledge

Use the link at the top or bottom of the page labeled “Schedule a Time to Meet” to book an in-person or Zoom appointment.

When you get a chance, upload your NIL contract so we can see how it is structured. *

• Acknowledge

Use the link at the top or bottom of the page labeled “Upload Your NIL Contract Securely” to submit your contract. The timing and structure of your NIL income can impact how your business should be set up, including whether an LLC or S-Corp is appropriate, as well as which investment strategies may be most effective.

What additional questions do you have or what else do you want us to know?

Submit

Schedule a Time to meet!     Benefits of using a Financial Advisor     How much will this cost me?    Pat Brown CreativePlanning     Pat Brown Linkedin     Upload Your NIL Contract Securely     FinancialLiteracyForNIL