Be the first to know spots are available.

Be the first to know when spots are available. 

Closed until . . .
Jan 2025!

Closed until  . . . Jan 2025! 



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

Traditional advice tells you to do the following:

❌ 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 👇












Traditional advice tells you to do the following:

❌ 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.







I don't think anyone should have to wait that long to experience financial and time freedom.

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


I don't think anyone should have to wait that long to experience financial and time freedom. 

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.

Tina increased her income to >$250k by negotiating her salary structure. We used her high income to create additional income sources. 

She can semi-retire in her 40s and enjoy their primary home with her growing family while still earning >$200k.

Meet My Clients 

Erin secured a $160k+ fully remote job within weeks of mentorship. She plans to leverage section 121 to frontload her investment accounts.

She can semi-retire in her 30s & 40s so she spend more time with her husband and two children. 

Meet My Clients 

Nancy found the top employers and highest paying specialties to increase her income by $80k.

She can semi-retire in her 30s so she can enjoy her hobbies/volunteering and being present with loved ones.

Meet My Clients 

Sarah increased her income by $127k by strategically relocating. With her new income, she is investing >$70k per year now. 

She's on track to semi-retire in her 30s. She values travel adventures and quality time with friends and family.

Meet My Clients 

Ally was earning >$200k but unsure of what to invest in. She is now self-managing a 6-figure portfolio + leveraging her pension.

She semi-retired in her 30s so she can enjoy her new home and life with her husband and future children. 

Meet My Clients 

Brianne secured PSLF, a 30% pay increase, and a pension! She left a FQHC to join a larger 501(c) organization.

She will be
debt-free by 38, buy her dream primary home, and can semi-retire in her 40s!
 

Meet My Clients 

Amy locked in a tele-urgent care role + will have most of her $254k loans forgiven via PSLF.

She's saving >25% of her income and can semi-retire in her 40s. Her prioritizes more time with her husband and future children. 

Meet My Clients 

Joanne strategically relocated states + changed specialties. Her income increased >40% and her $300k+ in student loans will be forgiven

She plans to semi-retire in her 40s and travel and explore Europe and other countries in her free time.

Meet My Clients 

Sam is an ICU PA earning $227k. Within weeks, we negotiated no more nights or weekends + additional admin time.

Using stocks, pensions, & real estate, she plans to semi-retire at 35. She plans to move abroad with her husband and daughter.

Meet My Clients 

Christa was earning $294k but was afraid of investing. She went from <$100k in retirement to $328k in one year.  

She is now
semi-retired in her 30s and is now focused on building her dream home + starting her own consulting business.

Meet My Clients 

Jane left a toxic urgent care position to a HEENT one. By doing so , she secured PSLF, a 15% pay increase, and a pension!

She will be
debt-free and can semi-retire in her 40s. She values work life balance, good food, and quality time with friends.

Meet My Clients 

Agueda negotiated a 25% raise and is investing $50k/yr into the stock market and eventually real estate. 

She plans to semi-retire in her 40s and retire early in her 50s. Our next goals are to buy her primary home + retire her parents 

Meet My Clients 

Paula is a NP leader who was burning out in management. She switched to a hybrid non-clinical role earning >$270k.

She plans to semi-retire in her 40s. We are focused on making sure primary home + rentals make her money! 

Meet My Clients 

Emma is an urgent care PA-C. She's debt free and has a savings rate of 40% that she is investing in stocks and eventually real estate.

She's focused on her relationship, taking care of her parents, and transitioning to part-time work in her 30s.

Meet My Clients 

JOIN THE WAITLIST

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

 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

PLUS: I personally conduct a:
  • 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

PLUS: I personally conduct a:
  • Cash Flow Assessment
  • Personal Finance Summary
  • Investment Portfolio Review
  • Job Market & Income Audit
  • Contract and Benefits Review
  • Primary Home Analysis
  • Real Estate Rental Analysis

JOIN 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."

RESULTS AFTER 1:1 MENTORSHIP 
  • 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 

"I highly recommend working with Wilson. In my opinion the money you spend on this program is not even a question when it comes to the potential benefit it can have on your career, personal life, and ability to reach your goals earlier than you ever thought would be possible. He helps you find a balanced way to get on top of your finances early without feeling like you have to sacrifice enjoying life now."

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 

RESULTS AFTER 1:1 MENTORSHIP
  • 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 

RESULTS AFTER 1:1 MENTORSHIP
  • 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!"

One-Time investment of $6997* USD+Tax 

— OR —

(3) monthly installments of $2415* USD + TAx

One-Time Payment of $6997* USD

— OR —

(3) monthly installments of $2415* USD 

*Pricing Subject to ChangE 

*Pricing Subject to ChangE 

1:1 MENTORSHIP PRICING

1:1 MENTORSHIP PRICING

Join the Waitlist!



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! 

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)

Be the first to know when spots are available.


Be the first to know when spots are available.

Closed until . . .
Jan 2025!

Closed until . . . Jan 2025!