So you earn more, work less, & semi-retire in your 30s & 40s!
I help you Build Wealth using:
MODERN
Strategies
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.
Hi, I'm Wilson
Your Wealth & Career Mentor
My wife and I, both a PA and NP, started our careers like most—following traditional financial advice.
But as we looked ahead, we realized it would take 20-30 years to reach financial freedom, and that just didn’t sit right with us.
So, we decided to do things differently. We dove into smarter, faster strategies.
In <5 years, we became "semi-retired" millionaires.
We work part-time in jobs we enjoy, with flexible schedules and the freedom to spend our time and money on what truly matters to us.
Today, I’m dedicated to helping other PAs and NPs break free from the slow path, showing them how to build a life they love - sooner than they ever thought possible.
My wife and I, both a PA and NP, started our careers like most—following traditional financial advice.
But as we looked ahead, we realized it would take 20-30 years to reach financial freedom, and that just didn’t sit right with us.
So, we decided to do things differently. We dove into smarter, faster strategies.
In <5 years years, we became "semi-retired" millionaires.
We work part-time in jobs we enjoy, with flexible schedules and the freedom to spend our time and money on what truly matters to us.
Today, I’m dedicated to helping other PAs and NPs break free from the slow path, showing them how to build a life they love - sooner than they ever thought possible.
About Us
❌ Stay loyal to one W2 job long-term
❌ Work your way up the career ladder
❌ Pay off your student loans ASAP
❌ Max out your 401k or IRA every year
❌ Buy a primary home because it's an "asset"
❌ Invest in stocks and bonds only
❌ Pay >40% in federal + state taxes
❌ Hire a financial advisor or CPA
❌ Work full-time until your 60s & 70s
The truth is . . .
this is outdated advice and not the approach used by those who achieved earlier freedom and stability.
Rather, these are the types of strategies we use instead 👇
❌ Stay loyal to one W2 job long-term
❌ Work your way up the career ladder
❌ Pay off your student loans ASAP
❌ Max out your 401k or IRA every year
❌ Buy a primary home because it's an "asset"
❌ Invest in stocks and bonds only
❌ Pay >40% in federal + state taxes
❌ Hire a financial advisor or CPA
❌ Work full-time until your 60s & 70s
The truth is - this is outdated advice and not the approach used by those who have achieved earlier freedom and stability.
Rather, these are the types of strategies and methods we use instead 👇
Is this what you were taught about your career and finances?
My Modern Approach
This is how YOU can earn more, work less, and retire earlier compared to 99% of Your peers.
80% of my clients semi-retire in their 30s & 40s.
My Modern Approach
100% will retire as multi-millionaires.
By using a more efficient approach, PAs & NPs can shorten the timeline to financial freedom and enjoy life much sooner.
My clients who put these forward-thinking strategies to work have been able to do things like:
- Make >$200k while working a few days per week
- Save multiple six figures on student loan interest and payments
- Build 7-figure portfolios from stocks, real estate, and businesses
- Leave jobs that don’t fulfill them or find new jobs with better schedules
- Spend more time with their families, travel, and finally feel free and empowered enough to decide when and how they work as providers
My clients who put these forward-thinking strategies to work have been able to do things like:
- Make >$200k while working a few days per week
- Save multiple six figures on student loan interest and payments
- Build 7-figure portfolios from stocks, real estate, and businesses
- Leave jobs that don’t fulfill them or find new jobs with better schedules
- Spend more time with their families, travel, and finally feel free and empowered enough to decide when and how they work as providers
Do you REALLY want to wait 20 to 30 years to be able to enjoy your life?
I love helping my clients free themselves to live lives they love.
And with your permission , I've love to help you do the same.
"I was able to finally work less and enjoy my life in my 30s. More importantly, I can spend money on the things that truly make me happy!"
- Avis, Derm PA-C
You are a PA/NP who wants to "semi-retire" in their 30s and 40s.
You want to learn how to invest beyond your 401(k) or the stock market.
You want to work 1:1 with a mentor versus taking an online group course.
You want to build wealth while having student loans or mortgages, or other debt.
You have time to dedicate to mentorship for the next couple of months
(min. 5-10 hours a week)
This 1:1 Mentorship may be for you if...
You want to build multiple streams of income outside of your W2/1099.
1:1 Mentorship
This mentorship goes beyond traditional options to customize wealth building strategies to fit your specific needs.
My educational approach empowers you to fully understand the modern tools and re-think how you can achieve your most important goals.
Together, we will create a plan unique to your situation so you can achieve freedom . . . .
All in a matter of years, not decades.
This mentorship goes beyond traditional options to customize wealth building strategies to fit your specific needs.
My educational approach empowers you to fully understand the modern tools and re-think how you can achieve your most important goals.
Together, we will create a plan unique to situation so you can achieve freedom . . . .
All in a matter of years, not decades.
CUSTOM PLANs MADE FOR YOU
How 1:1 MENTORSHIP works
If we’re a good fit, we’ll set a time to start the mentorship.
This intensive three-month program has two core components:
1. Customized Education
2. Accelerated Execution
You will schedule two 120-minute strategy calls with directly with me.
You will schedule two 120-minute strategy calls with directly with me.
1st CALL - Discovery + Foundation
We start by discussing your top goals and priorities to understand what matters most to you.
Then, we perform a detailed career audit of your job market and a comprehensive financial review of your numbers.
We start by discussing your top goals and priorities to understand what matters most to you.
Then, we perform a detailed career audit of your job market and a comprehensive financial review of your numbers.
2ND CALL - WEALTH BUILDING STRATEGY
This meeting will focus on optimizing your career and investment strategies.
We'll look at different career, wealth, and retirement options available to you.
Together, we'll create a personalized plan that fits your unique situation and goals, ready for immediate implementation and covering the next 5-10+ years.
This meeting will focus on optimizing your career and investment strategies.
We'll look at different career, wealth, and retirement options available to you.
Together, we'll create a personalized plan that fits your unique situation and goals, ready for immediate implementation and covering the next 5-10+ years.
Bonus!
You also get
- Video replays of all 1:1 calls
- Unlimited texting and calls
- Introductions to my network of experts
- Special invitation to my retainer program
- Cash Flow Assessment
- Personal Finance Summary
- Investment Portfolio Review
- Job Market & Income Audit
- Contract and Benefits Review
- Primary Home Analysis
- Real Estate Rental Analysis
- Video replays of all 1:1 calls
- Unlimited texting and phone calls
- Introductions to my network of experts
- Special invitation to my retainer program
- Cash Flow Assessment
- Personal Finance Summary
- Investment Portfolio Review
- Job Market & Income Audit
- Contract and Benefits Review
- Primary Home Analysis
- Real Estate Rental Analysis
"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."
- Accepted a new job offer with a 40% pay increase, better schedule., and 10% employer match
- $250K+ in Federal Student Loans to be forgiven in <8 years via PSLF while paying <$80k total
- Front-loading retirement accounts and creating passive income sources outside her W2
- Can semi-retire in her 30s
RACHEL (HosPITALIST PA-C) WENT FROM Disappointed TO CONFIDENT
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."
JAZMINE (OB/GYN PA-C) went from overwhelmed to EMPOWERED
- Found new job with $45k raise and higher ceiling potential and flexible schedule
- Turned six-figures in debt to six-figures of investments in a few months
- Set up for wealth building primary home
- Can semi-retire in her 40s
"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 to apply the concepts I've learned in order to achieve financial abundance and fulfill my purpose."
"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."
Christa (NP DIRECTOR) went from overwhelmed to EMPOWERED
- Earning $294k as a nursing leader
- Semi-retired in her 30s
- Created 7-figure portfolio and now diversifying into alternative investments
- Transitioning to non-clinical and remote/hybrid role
- Planning to start her own business and own rentals
"If the thought of your financial situation brings you fear or anxiety, I absolutely recommend working with Wilson and learning about your options for moving forward.
We often limit ourselves because we don't know what we don't know, but with Wilson's help, you will be surprised to see how much clearer the financial path can be!"
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.
What does it cost you if you don't invest in yourself?
More of the same.
It’s easy not to change.
It’s far easier to keep things status quo...
Living Life on Your Own Terms NOW
WORKING LESS BUT EARNING MORE
BUILDING WEALTH WHILE PAYING DOWN DEBT
INVESTING CONFIDENTLY IN THE STOCK MARKET, REAL ESTATE, and alternatives
GOING PART-TIME EARLY IN YOUR CAREER SO YOU CAN ENJOY TIME OUTSIDE OF WORK
It doesn't have to be this way!
It doesn't have to be this way!
Continuing with the status quo is keeping you from:
GET ON THE WAITLIST!
