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I help PAs and NPs semi-retire in 10 years.

I help PAs and NPs
semi-retire in 10 years.

Regardless of your current financial situation with practical executable strategies. 

let's WORK TOGETHER!

Many PAs & NPs make good incomes, but don't feel financially stable. 

I help you how to optimize your careers & manage your finances so you can reduce your working hours while continuing to grow your finances. 

That way, you can spend your time the way you want. With loved ones, on passion projects, finally do the thing you say you're going to do "one day". 

There’s a path to working less and making more as a PA or NP. I'd like to show you how.
 

Many PAs & NPs make good incomes, but don't feel financially stable. 

I help you how to optimize your careers & manage your finances so you can reduce your working hours while continuing to grow your finances. 

That way, you can spend your time the way you want. With loved ones, on passion projects, finally do the thing you say you're going to do "one day". 

There’s a path to working less and making more as a PA or NP. 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 isn't sustainable or doable long term.


Some of the investments I made in financial education include: 

  • Learning advanced student loan strategies 

  • Working with career consultants who helped with salary & bonus negotiations, contract reviews, and work-life balance.

  • Meeting with CFPs, CPAs, and attorneys who worked with wealthy clients

  • Joining other personal finance and investing communities

  • Investing in wealth building masterminds, mentors, and conferences


Learning from all these disciplines gives me a different perspective in bringing you to most effective and well rounded financial practices & career moves for PAs and NPs.

Some of the investments I made in financial education include: 

  • Learning advanced strategies from student loan experts 

  • Working with career consultants who helped with salary & bonus negotiations, contract reviews, and work-life balance.

  • Consulting CFPs, CPAs, and attorneys who worked with wealthy clients

  • Joining other personal finance and investing communities

  • Investing in wealth building masterminds, mentors, and conferences


Learning from all these disciplines gives me a different perspective in bringing you to most effective and well rounded financial practices & career moves for PAs and NPs.

I realized that I didn’t need to work harder but make smarter money choices.

THE SOLUTION IS:  

Working full-time until your 60's & 70's is no longer the preferred way to retire. 

Semi-retirement allows you to work at a more relaxed pace, have more time to enjoy life, and worry less about money.  

My wife and I achieved 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 & real estate

  • Reducing our clinical hours and/or working less stressful roles

Now I help other PAs and NPs with their plan for semi-retirement! 

Working full-time until your 60's & 70's is no longer the preferred way to retire. 

Semi-retirement allows you to work at a more relaxed pace, have more time to enjoy life, and worry less about money.  

My wife and I achieved 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 & real estate

  • Reducing our clinical hours and/or working less stressful roles

Now I help other PAs and NPs with their plan for semi-retirement! 

SEMI-RETIREMENT

"As a healthcare provider himself, I knew that he would understand my unique situation more than any other financial advisor."

- Michelle

You would benefit from more accountability and want to learn from a colleague who understands your challenges.

You are a high-income healthcare professional (PA, NP, nurse, physician, pharmacist, therapist, etc.) 

You want to learn how 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 advise.


You want to learn how to negotiate better salaries, hours, and terms of employment.

You are willing to invest in yourself and in your future.

This 1:1 Mentorship may be for you if...

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. 

Includes:
  • 80+ modules, 
  • 25+ hours of on-demand content, 
  • 20+ page workbook, and so more much

Topics include:
  • 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 

Includes:
  • 80+ modules, 
  • 25+ hours of on-demand content, 
  • 20+ page workbook, and so more much

Topics include:
  • 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.
  • Weekly 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.

JOIN THE WAITLIST

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.  

"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. As a PA himself, I knew that he would understand my unique situation more than any other financial advisor."

RESULTS AFTER 1:1 MENTORSHIP 
  • 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 RothIRA 2022 and 2023 ($6.5 K annually). 
  • On track to max out on 401K 2023 ($22,500)
  • High-Yield Savings Account with $10K emergency fund. 

"Overall, 10/10 experience and we are barely scratching the surface. I am immensely grateful for Wilson: his coaching, his wisdom, his overall commitment to financial literacy of the healthcare community, and his pure existence in this world."

MICHELLE WENT FROM MISERABLE TO CONFIDENT

SUCCESS STORIES

RESULTS AFTER 1:1 MENTORSHIP
  • 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. 

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

One-Time investment of $4997* USD

— OR —

(3) monthly installments of $1750* USD

One-Time investment of $4997* USD

— OR —

(3) monthly installments of $1750* USD

*Pricing Subject to ChangE 

*Pricing Subject to ChangE 

CURRENT 1:1 MENTORING PRICING

CURRENT 1:1 MENTORING PRICING

JOIN THE WAITLIST

Be the first to know when we re-open for enrollment in a few months.
Add your email address below to stay in touch!

Be the first to know when we re-open for enrollment in a few months.
Add your email address below to stay in touch!

enrollment is curently closed

enrollment is curently closed



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...

Freedom from living paycheck to paycheck

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!