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You don't have to see the whole staircase, just take a first step.

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Martin Luther King Jr.

American minister and civil rights activist

MEET BILL 

From humble roots to a 20-year consulting career on Wall Street, Bill has seen it all and understands what it’s like to want more from your financial future. He’s got the skills to help you get there.

 

Read My Story

MEET BILL 

From humble roots to a 20-year consulting career on Wall Street, Bill has seen it all and understands what it’s like to want more from your financial future. He’s got the skills to help you get there.

 

Read My Story

FIND THE PROGRAM THAT'S RIGHT FOR YOU

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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 your free guide

THE LATEST FROM MY PODCAST

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SUCCESS IS EARNED, NOT GIVEN

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PREPARE FOR FINANCIAL FREEDOM

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PLAY AND WIN THE FINANCIAL GAME

DOWNLOAD THE FREE GUIDE

Get ready to take control of your finances with this free 4-step guide.

A more balanced life

With online daily meditation and guidance for healthy living, you can create a more harmonious and peaceful lifestyle.