Every financial success starts with a game plan.

The Playboook

Financial strategies especially for Alabama’s athletes and business owners.

Portrait of Jessica McDonald, financial planner in Birmingham AL, smiling outdoors in a local park

Jessica McDonald, CFP® & SE-AWMA®

As a Certified Financial Planner professional and a Sports and Entertainment Accredited Wealth Management Advisor, I've devoted my life to mastering the art of financial planning. Whether you're an athlete looking to capitalize on a lucrative sponsorship deal or a business owner preparing for a comfortable retirement, I've got you covered.

Previous financial articles for athletes and business owners.

Jessica McDonald Jessica McDonald

Turning Sudden Wealth into Lasting Wealth: Where to Start

Sudden wealth can feel exciting and disorienting at the same time. This post gives readers a steady “first steps” path—so they can protect what they’ve earned, avoid common mistakes, and begin building a lasting legacy with clear, intentional planning.

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Starting today couldn’t be simpler.

And all it takes is one phone call to find out how we can help you…

✓ manage your finances,
✓ build a plan for greater wealth, and
✓ reduce your financial stress.