So they earn more, work less, & semi-retire in their 30s & 40s!
Helping PAs & NPs Build Wealth efficiently with:
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
I'm a PA and my wife is a NP!
We realized early on that traditional strategies would only lead us to financial freedom after 30+ years.
We simply didn’t want to wait that long.
So, we discovered more effective career and financial strategies to achieve freedom much faster.
Recognizing that there was a short window to adopt these modern strategies, we went all in.
Now, we are semi-retired in our 30s with our wealth and free time continuing to grow.
I'm a PA and my wife is a NP!
We realized early on that traditional strategies would only lead us to financial freedom after 30+ years.
We simply didn’t want to wait that long.
So, we discovered more effective career & financial strategies to achieve freedom much faster.
Recognizing that there was a short window to adopt these modern strategies, we went all in.
Now, we are semi-retired in our 30s with our wealth and free time continuing to grow.
About Us
Other Places I Teach:
Featured In:
❌ Stay with a big company long-term
❌ Work your way up the 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The truth is, this is outdated conventional wisdom and not approach used by PAs & NPs who have truly achieved early financial and time freedom.
Rather, these are the types of strategies and methods we use instead:
💡 Pick jobs with high pay and flexible schedules
💡 Work towards being an accredited investor
💡 Balance investing with debt paydown
💡 Front-load retirement accounts then stop
💡 Buy a home or rentals that generate wealth
💡 Diversify into alternative investments
💡 Use strategies to pay close to $0 in taxes
💡 Manage your own investments and taxes
💡 Semi-retire in your 30s and 40s w/ COAST FI
❌ Stay at your W2 job
❌ Work your way up the 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 conventional wisdom and not approach used by PAs & NPs who have truly achieved early financial and time freedom.
Rather, these are the types of strategies and methods we use instead:
💡 Start with W2 then shift to 1099/locums/per diem
💡 Work towards being an accredited investor
💡 Balance investing with debt paydown
💡 Front-load retirement accounts then stop
💡 Buy a home or rentals that generate wealth
💡 Diversify into alternative investments
💡 Use strategies to pay close to $0 in taxes
💡 Manage your own investments and taxes
💡 Semi-retire in your 30s and 40s using COAST FI
Is this what you were taught about your career and finances?
By using a modern approach, PAs & NPs can effectively shorten the timeline to financial freedom and enjoy life much sooner.
Using more forward-thinking strategies allow you to live life on your own terms sooner.
My wife and I did this in our 30's and reclaimed balance between life & work by:
- Optimizing our careers/benefits and becoming accredited investors early on
- Using our W2/1099 income to invest in stocks and real estate, and alternative asset classes
- Learning how to buy rentals and a primary home that makes us money
- Reducing our clinical hours and/or working less stressful roles while our investments continue to grow
Now I help other PAs and NPs do the same!
Using more forward-thinking strategies allows you to live life on your own terms much sooner.
My wife and I did this in our 30s and reclaimed balance between life & work by:
- Optimizing our careers/benefits and becoming accredited investors early on
- Using our W2/1099 income to invest in stocks, real estate, and alternative asset classes
- Learning how to buy rentals and a primary home that makes us money
- Reducing our clinical hours and/or working less stressful roles while our investments continue to grow
Now I help other PAs and NPs do the same!
Do you REALLY want to wait 30+ years to be able to fully enjoy your life?
My Step-Wise Approach
This is EXACTLY how my clients earn more, work less, and retire earlier!
80% of clients semi-retire in their 30s & 40s.
My Step-Wise Approach
100% will retire as multi-millionaires.
"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 or high-income healthcare professional
You want to learn how to build multiple streams of income outside of your W2
You want to work 1:1 with a mentor versus taking an online group course with broad advice.
You want to learn how to build wealth while having having student loans, 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 semi-retire ASAP without having to worry about money
1:1 Mentorship
This mentorship provides you with a detailed roadmap with relevant education, strategy calls, and ongoing accountability.
We use intentional career changes, advanced debt-reduction plans, and proven investments to significantly expedite your progress.
Together, we will create a plan unique to situation to help you achieve freedom . .
All in a matter of years, not decades.
This mentorship provides you with a detailed roadmap with relevant education, strategy calls, and ongoing accountability.
We use intentional career changes, advanced debt-reduction plans, and proven investments to significantly expedite your progress.
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 are a good fit for each other, we can book a time to start the mentorship.
This is a three-month long program with two parts:
- Education
- Execution
1. Education
2. 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 PRN phone calls
- Summary + list of action items after each call
- Access to my personal network of experts
PLUS: I personally review your:
- Financial Numbers & Investment Portfolio
- Career Market & Income Potential
- Job Applications & Offers
- Employer Benefits & Retirement Plans
- Primary Home & Rental Numbers
- Video replays of all 1:1 calls
- Unlimited texting and phone calls
- Summary and action items after each call
- Access to my personal network of experts
- Financial Numbers & Investment Portfolio
- Career Market & Income Potential
- Job Applications & Offers
- Employer Benefits & Retirement Plans
- Primary Home & Rental Numbers
"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
- Front-loading retirement accounts and looking for wealth building primary home
- Paid off $7k cc debt and built emergency fund
- 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 the agency 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
- Reached COAST FI 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!"
This 1:1 mentorship is one of it kind because addresses your life, career, and finance goals together!
Life, CAREER, BUsiness Coaches - $11,500
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:
Wealth Advisors and CFPs - $50,000+
STudent Loan ADVISORS - $2000
ATTORNEY & CPA FEES AND RETAINER - $17,000+
Masterminds & Conferences- $50,000+
REAL ESTATE Courses and Coaches- $40,000+
TOTAL INVESTMENT: $170,500+
for COMPARABLE knowledge and advice
Making lots of money and investing in a consistent and meaningful way
Having jobs that fufill you and allow you to enjoy life outside of work
Creating Multiple sources of income to create more Financial flexibility
making wealth-centered decisions with your loans and homes
Reaching part-time freedom & early retirement faster than 90% of your peers
WEALTH BUILDER
By investing in mentorship, you become a:
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!
