I help YOU re-design your career and finances
I help YOU
re-design your careers and finances
You reach the top 10% of earners in the US . . . but your finances don't feel like that way.
You chose to become a PA/NP for work life balance but you can barely enjoy life outside of work.
Did you pick the wrong career?
Absolutely not.
There's a path to working less and earning more.
That way you can live your best life NOW while becoming wealthy at the same time.
Financial freedom could be closer than you think.
I'd like to show you how.
You reach the top 10% of earners in the US . . . but your finances don't feel like that way.
You chose to become a PA/NP for work life balance but you can barely enjoy life outside of work.
Did you pick the wrong career? Absolutely not.
There's a path to working less and earning more.
That way you can live your best life NOW while becoming wealthy at the same time.
Financial freedom could be closer than you think.
I'd like to show you how.
I'm a PA and my wife is a NP!
I realized very early on that traditional financial strategies would get you to financial freedom . . . in 20-30+ years.
. . . and we simply didn't want to wait that long.
Through lots of trial and error, we discovered a path unique to PAs and NPs that would get us to financial/time freedom MUCH faster.
We went all in . . . and now can go part-time in our 30s and fully retire in our 40s!
About ME
Common client problems I help solve:
Common client concerns I solve for:
BACKED UP WITH ACTIONAbLe executable PLANS
1:1 Mentorship
This mentorship goes beyond traditional career and financial planning to customize wealth building strategies that fit the YOUR specific needs.
I meet you where you are. From learning how to tackle student debt and investments to planning your first real estate deal and early retirement once you have a solid foundation.
Because personal finances are personal.
This mentorship goes beyond traditional career and financial planning to customize wealth building strategies that fit YOUR specific needs.
I meet you where you are. From learning how to tackle student debt and investments to planning your first real estate deal, and early retirement once you have a solid foundation.
Because personal finances are personal.
Only offered with 1:1 Mentorship
Lifetime updates INCLUDED WITH the course!
You’ll keep learning with ME before, during, and after your 1:1 sessions.
2. Execution
You schedule two 120-minute strategy calls with me after completing course modules.
You schedule two 120-minute strategy calls with me after completing course modules.
We discuss your near and long term goals.
We review spending and savings goals. Then we move on to debt repayment, cash flow management, contingencies, and risk management.
We discuss your near and long term goals.
We review spending and savings goals. Then we move on to debt repayment, cash flow management, contingencies, and risk management.
This meeting focuses on career optimization and investing strategies.
We will map out the different wealth paths (stocks, pensions, real estate, & business) that are available to you.
Together, we will put together the most effective plan for reaching early or semi-retirement that is customized to your situation.
This meeting focuses on career optimization and investing strategies.
We will map out the different wealth paths (stocks, pensions, real estate, & business) that are available to you.
Together, we will put together the most effective plan for reaching early or semi-retirement that is customized to your situation.
You also get
"Wilson, you truly changed my life. I am in such a better place today, not just financially, but mentally and spiritually as well.
Being able to cognitively offload finances has been such a gift. Now, I am excited for my future. I am excited to have the time and resources to do things that give me joy. I am excited to be me again - happy, smiling, dancing, loving. Thank you."
SUCCESS STORIES
"I can honestly say that working with him (Wilson) has transformed my perspective on finances.
Previously, I felt overwhelmed and intimidated by the subject, unsure of where to start or how to make informed decisions."
"I feel more at ease knowing that I am in a position where I can pursue my dreams, and I have a strategic plan to continue moving forward in that direction.
My husband and I have grown closer together in this process and are now on the same page regarding our finances, whereas before we were more uncertain and confused about how to optimize our situation."
Expertise from different fields come together in the most effective and actionable program for PAs and NPs. Here are some of the numbers of what I have invested in to best advise you:
Expertise from different fields come together in the most effective and actionable program for PAs and NPs. Here are some of the numbers of what I have invested in to best guide you:
And then a few years, go by where you’re making some progress, but not a lot. Not the kind of change you wanted to see after five or ten years.
You feel tied down to a job that you don’t like anymore. Maybe you did once before, but because you’re capable, your reward has been more and more work that weighs you down. You feel like you invested in this job instead of yourself, so you just keep working.
And then a few years, go by where you’re making some progress, but not a lot. Not the kind of change you wanted to see after five or ten years.
You feel tied down to a job that you don’t like anymore. Maybe you did once before, but because you’re capable, your reward has been more and more work that weighs you down. You feel like you invested in this job instead of yourself, so you just keep working.
Living Life on Your Own Terms NOW
Student loan repayment missteps that can be costly
Stress from wondering if you're making the right moves
A clear and actionable plan for buying a wealth-building primary home
confidently reduce work hours because of THE GROWTH of your investments
It doesn't have to be this way!
It doesn't have to be this way!
GET ON THE WAITLIST!