By earning smarter and building passive income outside of work.
I help PAs & NPs achieve:
Financial
Freedom
You earn six-figures but you don't feel rich.
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 ideal life now, enjoy your job, while becoming wealthy at the same time.
Financial freedom could be closer than you think.
I'd like to show you how.
You earn six-figures but you don't feel rich.
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 ideal life now, enjoy your job, 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 started our careers like most clinicians, following traditional financial advice.
But when we looked ahead, we realized financial freedom was still 20–30 years away. That didn’t sit right with us.
So we chose a different path. We were more intentional with our money, where we worked, and how we built income outside of our jobs.
Within five years, our investments were generating enough passive income to cover our expenses.
That gave us the option to work part-time in jobs we enjoy and have more control over our time.
Today, I help other PAs and NPs do the same — so they can build a life they love without waiting decades.
My wife and I started our careers like most clinicians, following traditional financial advice.
But when we looked ahead, we realized financial freedom was still 20–30 years away. That didn’t sit right with us.
So we chose a different path. We were more intentional with our money, where we worked, and how we built income outside of our jobs.
Within five years, our investments were generating enough passive income to cover our expenses.
That gave us the option to work part-time in jobs we enjoy and have more control over our time.
Today, I help other PAs and NPs do the same — so they can build a life they love without waiting decades.
About Me
❌ Stay at one job long-term
❌ Pay off your student loans as fast as possible
❌ Max out your 401(k) or IRA every year
❌ Buy a primary home because it's an "asset"
❌ Only invest in stocks and bonds
❌ Hand everything off to a financial advisor or CPA
❌ Hire a financial advisor or CPA
❌ Work full-time until your 60s
Here’s the problem:
This advice is outdated — and it’s not how people create flexibility, options, or freedom earlier in life.
Instead, we use a different approach
One that focuses on smarter career decisions, better use of your income, and building passive income outside of work — so you don’t have to wait decades to feel free. 👇
❌ Stay at one job long-term
❌ Pay off student loans as fast as possible
❌ Max out your 401(k) or IRA every year
❌ Buy a home because it’s an “asset”
❌ Only invest in stocks and bonds
❌ Hand everything off to a financial advisor
❌ Work full-time until your 60s
Here’s the problem:
This advice is outdated — and it’s not how people create flexibility, options, or freedom earlier in life.
Instead, we use a different approach
One that focuses on smarter career decisions, better use of your income, and building passive income outside of work — so you don’t have to wait decades to feel free. 👇
Is this what you were taught about your career and finances?
My Modern Approach
This is how YOU can work less and make more compared to 99% of Your peers.
My Strategic Approach
- $1–3K/month in passive income in your 30s
- $3–5K+/month in passive income in your 40s
Plus . .
- A student loan plan that you like
- A retirement plan you actually understand
- A housing plan that supports your life (not traps you)
- A job that pays well and doesn’t burn you out.
This is the same setup my wife and I used to create real freedom in our lives.
And with your permission , I've love to help you do the same.
- $1–3K/month in passive income in your 30s
- $3–5K+/month in passive income in your 40s
Plus . .
- A student loan plan that you like
- A retirement plan you actually understand
- A housing plan that supports your life (not traps you)
- A job that pays well and doesn’t burn you out.
This is the same setup my wife and I used to create real freedom in our lives.
And with your permission , I've love to help you do the same.
My goal for every client is simple:
"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
"My husband and I (age 28) have benefited greatly from mentorship.
We already had a decent foundation in personal finance and knew how to invest in the market for retirement, but we couldn’t figure out how to create passive income to go part-time in our 30s without sacrificing our lifestyle.
Wilson helped us plan a path to make that a reality. We truly could not have figured it out without him, as the plan required networking and inside connections we simply didn’t have.
Wilson showing me that I was already at COAST FI and teaching me how to build passive income so we can work part-time sooner was another pivotal moment that has changed the course of our lives.
The investment for his mentorship is absolutely worth it for anyone looking for clarity, confidence, and a real path to going part-time potentially decades ahead of their current timeline.”
Angela and Jason (Psych and Cardiology PA-C Couple)
You’re a PA or NP who wants the option to work less sooner.
You want to invest beyond your 401(k)/IRA and stock market.
You want to work 1:1 with someone who's already done this before.
You’ve saved money, but it doesn’t feel like it’s
working for you.
You can dedicate ~1-2 hours per week towards mentorship.
This 1:1 Mentorship may be for you if...
You want to build
passive income sources outside of your job.
Who This Isn’t For . . .
This mentorship isn’t for everyone — and that’s intentional.
I work best with PAs and NPs who are ready to be honest about their goals and take action to build a career and financial plan that supports the life they want.
Because of that, this mentorship is not a good fit if:
- You’re still just gathering information and aren’t ready to act yet.
- You prefer group programs or general advice instead of 1-on-1 support.
- You’d rather work more hours than build a smarter plan to work less.
- You’re not interested in creating income outside of your job.
- You want change but aren’t willing to follow through between sessions.
- You’d rather stay with what’s familiar, even if it’s no longer working.
- You know better options exist but aren’t ready to explore them.
1:1 Mentorship
I’ve worked with over 120 PAs and NPs, and no two plans are the same.
This mentorship is personalized to your life — not a one-size-fits-all plan.
I help you understand modern ways to build wealth and rethink how you reach your biggest goals.
Together, we create a plan that fits your situation and helps you build freedom.
And we do it in years — not decades.
I’ve worked with over 120 PAs and NPs, and no two plans are the same.
This mentorship is personalized to your life — not a one-size-fits-all plan.
I help you understand modern ways to build wealth and rethink how you reach your biggest goals.
Together, we create a plan that fits your situation and helps you build freedom.
And we do it in years — not decades.
CUSTOM PLANs MADE FOR YOU
"Wilson has brought up conversations about current goals and future goals within relation to finances that my husband and I would never have thought to even have on our own.
We have now outlined direct goals, including when we can partially (semi) retire and fully retire.
Wilson has also helped strategically align our 401(k), as well as introduce private money lending opportunities to benefit our financial needs now and in the future.
Being in a private mentorship with Wilson was a fabulous one-on-one experience in which we got 100% of his full attention.
We really felt that Wilson listened to what we wanted for our ourselves as a couple and was able to help us address and tackle financial obstacles that came with our desires.
His approach is 100% tailored to each individual and he empowers you with learning tools so that you can also make the best plan for yourself."
Michelle (Nocturnist PA-C)
How 1:1 MENTORSHIP works
We’ll talk through your goals, your current situation, and what you’re looking for support with.
If it feels like the right fit on both sides, we’ll set a start date and get to work.
What does mentorship look like?
What does mentorship actually look like?
It’s a Highly Personalized Plan—Built Around You.
If someone were on the fence about joining this mentorship, we would tell them it has been the best investment we have made for our futures.
- Morgan (Trauma PA-C) & Kelsie (ENDOCRINE PharmD)
What We’ll Do Together
You will schedule two 90-minute strategy calls with directly with me.
You will schedule two 90-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 WhatsApp support
- Direct introductions to my trusted network
- Opportunities to explore investments I’m personally in
- Your cash flow & spending
- Your investment portfolio
- Your job market position + income opportunities
- Your contract + benefits
- Your primary home strategy
- Your real estate/rental plans
- Video replays of all 1:1 calls
- Unlimited WhatsApp support
- Direct introductions to my trusted network
- Opportunities to explore investments I’m personally in
- Your cash flow & spending plan
- Your investment portfolio
- Your job market position + income opportunities
- Your contract + benefits
- Your primary home strategy
- Your real estate/rental plans
Before working with Wilson, I didn’t really know how much I needed to retire.
I was just blindly chugging away trying to max out my 401k, HSA, Roth IRA, and brokerage. Even as a high earner, I still felt stuck, behind, and anxious.
With the introduction of Monarch and Wilson helping us categorize and clean up our spending and investments, he went over our real numbers with us.
That allowed us to see that we were already set up for retirement with our current savings. It took a huge weight off my shoulders.
With clear insight, I was able to pivot into more passive income streams that gave me flexibility and time. I was able to rationally decide to go part-time at my job and now I have my time back during my most active years, without taking a pay cut.
Helena (Aesthetics and Men's Health NP)
“I kept asking myself why my career wasn’t going the way I hoped (financially). I knew I needed a change, but I didn’t realize how big the opportunity could be.
Within months, you helped me land a role that came with a $100,000 increase in pay.
I didn't think it would be that much, this was a crazy increase!"
- Secured 7 job offers within 4 months
- Accepted new offer with a $100k pay increase
- COAST FI in his 40s
Miles (Ortho PA-C) WENT FROM frustrated TO Excited
SUCCESS STORIES
“I started working with Wilson right after I graduated (which I now realize was the best decision ever).
We paid off my student loans, I moved into a slower-paced role with half the volume and higher pay, and I’m now making $3K/month in passive income."
Tina (Urgent Care NP) went from lost to being in Control
- Paid off student loans
- Sees less patients but gets paid more
- Reached COAST FI at 28
- Earning $3k a month from private lending
“Working with Wilson felt different right away because he’s first-gen like me. He understood the money mindset I grew up with which was "save everything, don’t take risks, be grateful, and stay loyal to one employer."
He helped me completely rewire that thinking and showed me how to use money intentionally instead of just hoarding it. Now I’m an investor and a bad-ass negotiator!"
"I realized that just buying a house and stuffing more money into retirement would’ve locked me into working full-time until my 60s.
I’m so glad I found Wilson when I did. It completely changed how I think about my money and my future.”
Beth (ICU PA-C) went from being confused to having clarity
- Reduced to 24 hours + per diem PRN
- COAST FI at age 36
- Started PML making $2k/mo within 90 days
"I had been maxing out my retirement accounts for years because that’s what you’re ‘supposed’ to do, but it never really felt right. I was also saving a ton for a house and was honestly terrified to actually buy.
Working with Wilson finally made everything click. He walked me through the numbers in a way that actually made sense and helped me see the bigger picture. For the first time, I felt confident about my decisions."
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 Passive Income outside your W2
INVESTING IN THE STOCK MARKET, REAL ESTATE, and Private Lending
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!
"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
- $300K+ student loans to be forgiven with PSLF
- Reached COAST FI in her 30s
- On track for $3k/mo in passive income
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."
Dawn (Primary Care PA-C) went from overwhelmed to EMPOWERED
- Built $2k/month of passive income in 90 days
- Reduced to 32 hours and hybrid work
- Switched to Concierge Primary care
- Reached COAST FI at 32
"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 Leader) went from Stressed to Certain.
- Earning $294k as a nursing leader
- COAST FI in her 30s
- Hit $1M+ net worth
- Invested in my private real estate fund
"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!"
Through mentorship, I was able to secure a new remote PA position that gives me the freedom to spend more quality time with my wife, family, and friends.
I also learned about the concept of COAST-FI — and realized that my wife and I had already achieved it! This perspective has completely shifted how I view work-life balance and financial independence.
What I liked best was the direct one-on-one mentorship experience. Each session felt personalized and focused on my specific goals. I also appreciated having clear, actionable goals after every session—it helped me stay accountable and track my progress.
Wilson provided the structure I needed to grow, but also the encouragement and mindset work to move forward with confidence.
His guidance helps people not only achieve tangible results but also gain a deeper understanding of what truly matters to them."