YOU MIGHT FEEL LIKE:
Common things I hear from fellow PAs and NPs about their finances.
"“It’s incredibly stressful to figure out how to spend money responsibly while still living the life I want.”
YOU MIGHT FEEL LIKE:
Common things I hear from fellow PAs and NPs about their finances.
"I thought having a six-figure income would be enough.
After loan payments, taxes, and living expenses, I feel like I’m going to live paycheck to paycheck for the rest of my life. . . I’m sad to admit I’m burning out already."
Common things I hear from fellow PAs and NPs about their finances.
YOU MIGHT FEEL LIKE:
“I felt overwhelmed and intimidated by the subject, unsure of where to start or how to make informed decisions.”
YOU MIGHT FEEL LIKE:
Common things I hear from fellow PAs and NPs about their finances.
“I think about my student loans all the time and it makes me afraid to spend money or invest. I know I should ask for help but I don’t know who to go to and it’s embarrassing to share my debt amount with my friends and colleagues.”
Here are the common client problems we solve for:
Here are the common problems I solve for:
BACKED UP WITH ACTIONAbLe executable PLANS
TALKING ABOUT YOUR Finances aren't Always something you think about
but I know how to help!
Until you hit an oh sh*t moment.
There are a few subtypes of oh sh*t moments:
Professionally - You grind everyday. Working short staffed. Get “rewarded” with a pizza for lunch and pats on the back. You cannot see yourself doing this for another 20+ years to get to retirement.
Debt - You make all your monthly payments and don't seem to be able to save enough to move yourself forward.
Emotionally - You breakdown in your car and cry before setting foot in the building because you can’t take it anymore.
Health - You gain 20 lbs from stress eating, or you get diagnosed with something that is life changing.
Personally - Your personality changes from being in survival mode too long. You are more irritable, reactive, and maybe depressed. The relationships you have with others suffer because you aren’t doing well.
Hi, I'm Wilson
My first oh sh*t moment was when my dad passed away from lung cancer.
Later, my mom asked me to help figure out our family finances. I was just finishing my PA program and was NOT good with money.
Suddenly, all the financial decisions I had to make overwhelmed me!
I thought I could solve my problems by juggling multiple jobs and increasing my income.
Turns out that was just a fast track to burnout and job dissatisfaction . . . and wasn't going to work.
But, the goal that I am most proud of is retiring my mom and paying off her home. The numbers are great too, but that was the first goal that I started off this journey with.
The other goal I am most proud of is finding happiness and fulfillment in my work again and helping other PAs and NPs feel the same.
But, the goal that I am most proud of is retiring my mom and paying off her home. The numbers are great too, but that was the first goal that I started off this journey with.
The other goal I am most proud of is finding happiness and fulfillment in my work again and helping other PAs and NPs feel the same.
Unknowingly, I was my first client.
- Owning 7-figures of stocks and real estate that produce an alternative source of income for us outside our clinical income.
- Work jobs we love that provide flexibility and competitive pay.
- Semi-retired in our 30's so we can have more quality time with loved ones.
- Owning 7-figures of stocks and real estate that produce an alternative source of income for us outside our clinical income.
- Work jobs we love that provide flexibility and competitive pay.
- Semi-retired in our 30's so we can have more quality time with loved ones.
I started learning more about money with Certified Financial Planners (CFPs), CPAs, Real Estate Investors, and Student Loan Experts.
I also found that your career choices are strongly correlated to your finances so I invested in a career consultant as well.
I started learning more about money with Certified Financial Planners (CFPs), CPAs, Real Estate Investors, and Student Loan Experts.
I also found that your career choices are strongly correlated to your finances so I invested in a career consultant as well.
IF YOU'RE
FEELING:
FRUSTRATED BY WHERE YOU ARE NOW
You're in the right place!
Looking for solutions leads to answers.
You're in the right place!
Looking for solutions leads to answers.
ALONE
Finances are a very personal subject and many people are in a similar situation, but don't openly talk about it with others. That's why I started this 1:1 mentorship program.
NOT SURE IF THIS IS FOR YOU
There's only one way to know. Let's meet and figure out if we would be a good fit!
FIRST THIS
THEN THIS
Get on a free call. We meet and see if the time is right for us to start working together!
THEN THIS
READY TO SHIFT SOME PARADIGMS?
NAME THE AGE YOU WANT TO semi-retire VS RETIRING AT 65
JOB HOP & Actively negotiate VS
STAYING AT THE SAME JOB FOR 30 YRS
PRIORITIZE YOUR OWN life & financial goals VS your EMPLOYER goals
UNLOCK MORE HAPPINESS AND JOB SATISFACTION VS FEELING STUCK AND TRAPPED
LEARN MORE
"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."
JAZMINE went from overwhelmed to EMPOWERED
"When I started with Wilson, I was working a miserable job with no end in sight. I couldn't imagine possibly doing this until the age of 65."
- Accepted a new job offer with a 15% pay increase and $16K sign-on bonus, full benefits, 401K match & pension.
- 272K+ in Federal Student Loans to be paid off in 10 years via PSLF with qualifying new job offer!
- Maxed out on Roth IRA
- On track to max out on 401K
- High-Yield Savings Account with $10K emergency fund.
MICHELLE WENT FROM MISERABLE TO CONFIDENT
"Before working with Wilson, I was always financially conscientious but never had a specific plan. I generally attempted to live below my means, but never with a particular goal in mind. After working with Wilson, I now have a clear vision and understanding of what I need to do to reach my financial goals."
- Increased my overall income at my current job by 25%.
- Paid off my 6-figure student debt and have a savings rate >50%.
- Invest 50K annually.
- I plan to work part-time by age 40 and retire at age 55.
AGUEDA GAINED CLARITY and is on track to early retirement
SUCCESS STORIES
- Paid off $7,000 in credit card debt
- Have a plan to pay off my six-figure student loans in a way that aligns with my financial goals without hindering my ability to enjoy life.
- Established a four month emergency fund
I am no longer intimidated by the strategic decisions I will have to make as my finances evolve throughout my life. Instead, I feel empowered with the agency to apply the concepts I've learned in order to achieve financial abundance and fulfill my purpose.
LET'S DO THIS!
Submit your application
A limited number of people are selected for 1:1 mentorship based on time limitations. If now isn't the right time, I'll point you in the right direction and have you come back when the time is right!
A small number of people are selected for 1:1 mentorship. If now isn't the right time, I'll point you in the right direction and have you come back when the time is right!
GET ON THE WAITLIST
