Focused on helping PAs & NPs reach COAST FI and build their first $500/month in passive income .… then growing it to $1K, $3K, $5K+ per month.
with wilson Liang
1:1 Mentorship
You earn six figures… but it still doesn’t feel like enough.
Your savings and retirement are growing, but you still feel stuck.
You want to work less or enjoy your money now … but it doesn’t feel possible or "responsible".
Because your income only comes in when you work.
What you’re missing is passive income.
And knowing when to stop maxing your 401k/IRA.
That’s when things start to change.
More freedom. More options. Less stress.
Let me show you how.
You earn six figures … but it still doesn’t feel like enough.
Your savings and retirement are growing, but you still feel stuck.
You want to work less or enjoy your money now … but it doesn’t feel possible or "responsible".
Because your income only comes in when you work.
What you’re missing is passive income.
And knowing when to stop maxing your 401k/IRA.
That’s when things start to change.
More freedom. More options. Less stress.
Let me show you how.
I help PAs & NPs reach COAST FI + create monthly passive income.
Hi, I'm Wilson!
- Spend less than you earn.
- Max out retirement accounts.
- Work full-time until your 60s
But when we looked ahead, most of our money was locked away and freedom was still 20–30 years out.
That didn’t feel right.
So we changed our approach.
First, we reached COAST FI so we didn’t have to keep saving for retirement.
We kept investing, but learned how to build monthly passive income outside of our jobs.
Within a few years, our investments were generating enough monthly income to cover our expenses.
Below is what we invested in!
- Spend less than you earn.
- Max out retirement accounts.
- Work full-time until your 60s
But when we looked ahead, most of our money was locked away and freedom was still 20–30 years out.
That didn’t feel right.
So we changed our approach.
First, we reached COAST FI so we didn’t have to keep saving for retirement.
We kept investing, but learned how to build monthly passive income outside of our jobs.
Within a few years, our investments were generating enough monthly income to cover our expenses.
Below is what we invested in!
About Me
Our Current PortfoliO:
- Index Funds
- Duplex
- Apartment Complex
- Land Syndication
- 2 Luxury Short Term Rentals
- 2 Rural Short Term Rentals
- Microlending Fund
- Private Money Lending
- Private Debt Fund
- Private Real Estate Fund
- Index Funds
- Duplex
- Apartment Complex
- Luxury Short Term Rentals
- Rural Short Term Rentals
- Microlending Fund
- Land Syndication
- Private Money Lending
- Private Real Estate Equity Fund
- Private Real Estate Debt Fund
- $1–3K/mo in your 30s
- $3–5K+/mo in your 40s
Along the way, you’ll learn how money actually works:
- COAST FI
- Stock Market
- Real Estate
- Private Lending
- Accredited Investments
And most importantly, how to use the right strategies for your specific situation.
These are the exact strategies my wife and I used to create real freedom in our lives.
And if you’re ready, I’d love to help you do the same.
- $1–3K/month in your 30s
- $3–5K+/month in your 40s
- COAST FI
- Stock Market
- Real Estate
- Private Lending
- Accredited Investments
These are the exact strategies my wife and I used to create real freedom in our lives.
And if you’re ready, I’d 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 (Psych PA) and Jason (Cardiology PA-C)
You’re a PA or NP who wants to earn more without working more.
You’ve saved and invested money, but it doesn’t feel like it’s working for you.
You want to hit COAST FI and invest outside of your retirement accounts.
You want access to deals and investment opportunities I trust and invest in.
You want to work 1:1 with someone who's already done this before.
This 1:1 Mentorship may be for you if...
You want to build your first $500+/month in passive income.
1:1 Mentorship
I’ve worked with 100+ PAs and NPs — and no two plans are the same.
You’ll learn how much you actually need in retirement, how to create monthly passive income, and when you can start working less or spending more.
This isn’t a one-size-fits-all plan. It’s built around your life and your numbers.
Together, we create a clear path to your first income stream and grow it from there.
So you rely less on your job and have more freedom.
And we do it in years—not decades.
I’ve worked with 100+ PAs and NPs — and no two plans are the same.
You’ll learn how much you actually need in retirement, how to create monthly passive income, and when you can start working less or spending more.
This isn’t a one-size-fits-all plan. It’s built around your life and your numbers.
Together, we create a clear path to your first income stream and grow it from there.
So you rely less on your job and have more 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 getting clear on your goals and what matters most to you.
Then, we review your numbers—your income, savings, spending, and investments—so we know where you are today.
From there, we find what’s working, what’s not, and where we should focus on first.
We start by getting clear on your goals and what matters most to you.
Then, we review your numbers—your income, savings, spending, and investments—so we know where you are today.
From there, we find what’s working, what’s not, and where we should focus on first.
2ND CALL - WEALTH BUILDING STRATEGY
This meeting focuses on optimizing your cash flow and investment strategy.
We’ll explore different ways to build income outside your job—and I’ll introduce you to my own investments and deal flow.
Together, we’ll create a personalized plan designed to build more income and freedom.
This meeting focuses on optimizing your cash flow and investment strategy.
We’ll explore different ways to build income outside your job—and I’ll introduce you to my own investments and deal flow.
Together, we’ll create a personalized plan designed to build more income and freedom.
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 income & benefits
- Your investment portfolio
- Your student loan plan
- Your retirement plan
- 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
- Your income and benefits
- Your investment portfolio
- Your student loan plan
- Your retirement plan
- 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’ll work with you until you build your first monthly income stream outside your job.
All I ask is that you stay engaged, follow the plan, and take action.
If you show up and do the work, I’ve got you covered.
I’ll work with you until you build your first monthly income stream outside your job.
All I ask is that you stay engaged, follow the plan, and take action.
If you show up and do the work, I’ve got you covered.
My Commitment to You
If you have at least $50K saved . . .
or are consistently saving/investing $25k–50K+ per year . . .
"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."