Two of our clients, a husband and wife on the West Coast, are successful entrepreneurs raising three beautiful children. Their oldest child is a freshman in high school and an elite athlete, traveling the United States and Canada playing hockey.
During a portfolio review at their kitchen table, they told me that their son’s dream is to play Division I hockey in college. They asked me, “How do we do this?” and I told them to give me a week, but I think I can help.
I did some research and made some calls. One family that I spoke with recommended a firm that specializes in connecting student-athletes with the right colleges. I called them and they were precisely what my clients were looking for. This firm would identify colleges, email the coaches, create a professionally edited video, prepare the student for the SAT, and have a personal coach for the entire recruiting journey. I then went and discussed this with our owner, Allen Harris, and told him that it would cost $3,000. Allen said Berkshire Money Management would pay the entire bill. I cannot think of any investment firm that would go to these efforts for their clients.
Three days after meeting with my clients, I called them and told them that Berkshire Money Management was hiring this recruiting firm for their son. Talk about going the extra mile for my clients. I am helping this family with their most important asset, and helping their 14-year-old son pursue his dream.