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BILL'S STORY

 

I’ve spent the last 20 years as a highly-paid consultant for large hedge funds on Wall Street. I know the ins and outs of the financial industry by heart. But I’ve also learned money isn’t everything. I gain much more personal satisfaction by leveraging the same strategies I’ve used to amass wealth for corporate clients and applying them to help everyday people find financial freedom.

IT WASN'T ALWAYS EASY

 

From an early age, I knew I wanted to build a better financial future for myself. I worked long hours at a bank to put myself through college and eventually finished grad school with top honors. My career thus far has been lucrative and exciting, but getting back to my roots and helping everyday people find financial freedom is the real dream come true.

BUILD A FUTURE OF FINANCIAL FREEDOM


3 ways to get started together

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1


VIRTUAL CLASSES


Learn the latest financial strategies and wealth-building techniques in weekly virtual classes.

 

View classes

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2

 
1:1 COACHING


Gain financial freedom faster with one-on-one coaching. Together, we’ll design a plan for your unique situation.

 

Book a session

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3


PLAYBOOK TO SUCCESS
 

Get a clear picture of your financial health and create a playbook for the future with this free download.

 

Get the free playbook

JOHN COLLINS

ANNA SUN

JILL MCCONNELL

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“Bill helped me create an attainable financial plan that is already changing my life.” 

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“After listening to just one episode of Bill’s podcast, everything started falling into place.”

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“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.” 

JOHN COLLINS

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“Bill helped me create an attainable financial plan that is already changing my life.” 

ANNA SUN

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“After listening to just one episode of Bill’s podcast, everything started falling into place.”

JILL MCCONNELL

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“Bill is the secret sauce to my recent financial gains. I can’t thank him enough.” 

DOWNLOAD THE FREE GUIDE

Take control of your finances with this free 4-step guide.