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.

 

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

_

“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.