We shift paradigms of what it means to achieve happiness and retirement using career & financial strategies. 

Hey, I'm Wilson, and this is my wife Stephanie!

We're a PA and NP couple who semi-retired in our 30's.

Long hours, complex patients, being given more work with fewer resources. They achieved results for their patients but not for themselves.

They end up reducing their own hours to make their work more sustainable but take a pay cut while still holding onto significant debt without a clear plan for debt payoff and retirement.

Long hours, complex patients, being given more work with fewer resources. They achieved results for their patients but not for themselves.

They end up reducing their own hours to make their work more sustainable but take a pay cut while still holding onto significant debt without a clear plan for debt payoff and retirement.

We also saw our colleagues who are caring, thoughtful and hardworking people burn out.

During our time there, we saw people who took a retrospective look at their lives.

If people had regrets about their lives, it was often that they were NOT as bold, daring, and unafraid as they could have been. 

During our time there, we saw people who took a retrospective look at their lives.

If people had regrets about their lives, it was often that they were NOT as bold, daring, and unafraid as they could have been. 

We graduated in 2019 and took care of patients in the Cancer Center.

Once we gained knowledge, we took massive action and made big changes to our finances.

In three years, we
  • Became semi-retired millionaires by 30
  • Increased our combined incomes by 40% 
  • Invested 7-figures in stocks & real estate

Achieving these milestones was great . . . 

But more importantly, it allowed us to retire our parents, pay off the family mortgage, & comfortably reduce our clinical hours very early in our careers.
Once we gained knowledge, we took massive action and made big changes to our finances. 

In three years, we: 
  • Became semi-retired millionaires by 30
  • Increased our combined incomes by 40%
  • Invested 7-figures in stocks & real estate

Achieving these milestones was great . . . 

But more importantly, it allowed us to retire our parents, pay off the family mortgage, and comfortably reduce our clinical hours very early on in our careers. 

We didn't want this future for ourselves so we invested in our financial education. 

we believe:

  • In financial transparency. We share our numbers and our experience.

  • That you can learn the language of finance and investing.

  • You can figure it out on your own, or you can go further and further with other people by your side rooting for you.

  • You don’t have to come from money to become wealthy (most millionaires are self-made!)

  • Increasing income alone isn’t a solid financial plan - nor is working yourself to death.

  • Having a game plan or goals gets you further ahead than without one.

  • You are smart and capable, and can do this! 
  • In financial transparency. We share our numbers and our experience.

  • That you can learn the language of finance and investing.

  • You can figure it out on your own, or you can go further and further with other people by your side rooting for you.

  • You don’t have to come from money to become wealthy (most millionaires are self-made!)

  • Increasing income alone isn’t a solid financial plan - nor is working yourself to death.

  • Having a game plan or goals gets you further ahead than without one.

  • You are smart and capable, and can do this! 

Get rich quick schemes, burnout,
toxic workplaces, or feeling trapped or stuck.

I'M NOT ABOUT

Solid education, straight talk,
proven strategiesand helping you find your own path to success.

I'm ALL ABOUT

OTHER PLACES WE TEACH: