I help YOU re-design your career and finances
I help YOU
re-design your careers and finances
So you have more flexibility and control as you pursue your most important goals!
let's WORK TOGETHER!
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.
Growing up, I was told that working hard and getting a good job, like being a PA or NP, would be the key to securing a good future.
Fast forward a few years, with this same mindset, I thought I could solve my financial problems by working more and increasing my income.
My health and relationships suffered. I experienced burnout, didn’t feel like I was progressing forward, or gaining any momentum.
It wasn't sustainable or doable long term.
About ME
- Your job is your identify patients always come first
- You should stay at the same jobs for 20-30+ years
- You can only make more money by working harder
- You have to pay off debt first before building wealth
- You can only retire once you are in your 60s and 70s
Here's what I believe NOW:
- You are so much more than your job. Your job is just a part of your life; it doesn't define you
- You want to job hop regularly to find the employers with the best income, schedule, and benefits
- You want to learn how to invest in stocks and real estate - having multiple income sources will set you free
- You can balance debt pay down with wealth building - throwing everything into loans isn't the only option.
- You want semi-retire within 10 years of graduation so you have more time and options much earlier in life
- Your job is your identify and top priority
- You should keep the same job for 20-30+ years
- You can only make more money by working more
- Your primary home is good investment
- You have to pay off debt first before building wealth
- You can only retire once you are in your 60s and 70s
Here's what I believe NOW:
- You are so much more than your job. Your job is just a part of your life; it doesn't define you
- You want to job hop regularly to find the employers with the best income, schedule, and benefits
- You want to learn how to invest in stocks and real estate - having multiple income sources will set you free
- You need to learn how to force appreciate +/- house hack your primary home - they are liabilities otherwise
- You can balance debt pay down with wealth building - throwing everything into loans isn't the only option.
- You want to semi-retire within 10 years of graduation so you have more time and options much earlier in life
How did I end up this way?
Making strategic decisions with your money + work allows you to live a life on your own terms.
My wife and I did this in our 30's and reclaimed proper balance between life & work by:
- Identifying employers who offer the best pay, schedules, and retirement benefits
- Using our W2 income to invest in stocks and real estate
- Learning how to create a "wealth-building" primary home
- Reducing our clinical hours and/or working less stressful roles
Now I help other PAs and NPs do the same!
Making strategic decisions with your money + work allows you to live life on your own terms.
My wife and I did this in early on in our careers and reclaimed proper balance between life & work by:
- Identifying employers who offer the best pay, schedules, and retirement benefits
- Using our W2 income to invest in stocks and real estate
- Learning how to create a "wealth-building" primary home
- Reducing our clinical hours and/or working less stressful roles
Intentional Planning for Intentional Futures
Common client problems I help solve:
Common client concerns I solve for:
BACKED UP WITH ACTIONAbLe executable PLANS
"As a healthcare provider himself, I knew that he would understand my unique situation more than any other financial advisor."
- Michelle
You are a high-income healthcare professional (PA, NP, nurse, physician, pharmacist, therapist, etc.)
You want to invest & build multiple streams of income (stocks and real estate).
You want an personalized 1:1 component versus just 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
Have time to dedicate to mentorship for the next 3-6 months
(min. 5-10 hours a week)
This 1:1 Mentorship may be for you if...
You want to attain the highest income and most lucrative benefits for your profession
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.
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
FINANCE ACADEMY DIGITAL COURSE
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.
- 80+ modules,
- 25+ hours of on-demand content,
- 20+ page workbook, and so more much
- Student loan repayment
- Debt management strategies
- Career advice throughout the years
- Beginner to advanced investing topics
- Understanding stocks and real estate
- Making your primary home purchase
- How to protect your money & income
- Planning for semi-retirement vs. early retirement
- 80+ modules,
- 25+ hours of on-demand content,
- 20+ page workbook, and so more much
- Student loan repayment
- Debt management strategies
- Career advice throughout the years
- Beginner to advanced investing topics
- Understanding stocks and real estate
- Making your primary home purchase
- How to protect your money & income
- Planning for semi-retirement vs. early retirement
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.
1st CALL - Discovery + Foundation
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.
2ND CALL - WEALTH BUILDING STRATEGY
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.
Bonus!
You also get
- Video replays of all 1:1 calls.
- Weekly Accountability check-ins.
- Detailed summary + list of action items afterward.
- Unlimited texting and PRN phone calls.
- Access to my network of career, student loans, finance, and real estate experts.
- Special Pricing for ongoing support and planning for established clients.
- Video replays of all 1:1 calls.
- Regular Accountability check-ins.
- Detailed summary + list of action items
- Unlimited texting and PRN phone calls.
- Access to my network of career, student loans, finance, and real estate experts.
- Special Pricing for ongoing support and planning for established clients.
Frequently Asked Questions
Why is there an application process?
Your time is valuable. I want to give you the most value for your investment.
I'm looking for people who want to dramatically shorten their learning curve and take massive action NOW. If you aren't selected, no worries. I can point you in the right direction and you can always come back when you're ready.
Your time is valuable. I want to give you the most value for your investment.
I'm looking for people who want to dramatically shorten their learning curve and take massive action NOW. If you aren't selected, no worries. I can point you in the right direction and you can always come back when you're ready.
What makes this program different than other financial programs ?
- There are no net worth minimums required to work together. I'm comfortable with clients having debt and work with you to grow your net worth.
- We work together to create a plan specific to your situation instead of being in a group setting or speaking broadly to a larger audience.
- You learn strategies from a fellow healthcare provider who understands your situation! NOT a financial advisor or coach that doesn't know as much about advanced student loan repayment strategies, the ins and out of your job, and how to maximize your income & employer benefits.
- We will utilize career & financial strategies that have been tried to true methods of wealth building specific for high-income busy professionals.
- Financial transparency, I share all tips, tools, and techniques that work with you. There's no gatekeeping here.
- There are no net worth minimums required to work together. I'm comfortable with clients having debt and work with you to grow your net worth.
- We work together to create a plan specific to your situation instead of being in a group setting or speaking broadly to a larger audience.
- You learn strategies from a fellow healthcare provider who understands your situation! NOT a financial advisor or coach that doesn't know as much about advanced student loan repayment strategies, the ins and out of your job, and how to maximize your income & employer benefits.
- We will utilize career & financial strategies that have been tried to true methods of wealth building specific for high-income busy professionals.
- Financial transparency, I share all tips, tools, and techniques that work with you. There's no gatekeeping here.
"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
- Maxing out 403b, HSA, IRA, and Megaback Door Roth
- On track to semi-retire in her 40s with her husband
RACHEL 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 went from overwhelmed to EMPOWERED
- Found new job with $45k raise and higher ceiling potential and flexible schedule
- Maxing all retirement accounts and looking for wealth building primary home
- Paid off $7k cc debt and built emergency fund
- Planning to 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.
This 1:1 mentorship is one of it kind because addresses your life, career, and finance goals together!
CAREER & business CONSULTANT $5000
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:
Certified financial Planner $7500
STudent Loan ADVISORS $1500
ATTORNEY & CPA FEES AND RETAINER, $17,000+
Wealth Building Masterminds & Conferences $50,000+
REAL ESTATE Investment communities and Coaches $40,000+
TOTAL INVESTMENT: $121,000+
for COMPARABLE knowledge and advice
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
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!
Continuing with the status quo is keeping you from:
GET ON THE WAITLIST!