How it Works
How it Works
Your Step-by-Step Path to Financial Freedom
We’ve built a simple, supportive process specifically for healthcare professionals ready to explore financial services. From your first consultation to long-term mentorship, we guide you with clarity and care.
Understand Your Needs
It all starts with a free consultation where we learn about your financial goals, current situation, and career background. This helps us personalize the support you receive.
Create Your Roadmap
Next, we craft a clear and actionable strategy tailored to your goals. Whether you’re focused on wealth building, reducing debt, or transitioning into financial services, we’ll map out the best path forward.
Grow With Confidence
You’ll never walk alone. We provide the training, tools, and ongoing support you need to stay on track and create lasting success in your new career.
Understand Your Needs
We start with a free strategy call to understand where you are in your healthcare career and where you’d like to go financially. Whether you're feeling stuck in your current role, looking to build additional income, or ready to explore a full career shift into financial services, this call helps us uncover your goals and create a clear path forward.
Levi’s approach is built on personal mentorship, trust, and simplicity. From day one, you’ll feel supported and guided with honest advice, practical steps, and a proven system designed for healthcare professionals ready to create more time, freedom, and financial control in their lives.
Create Your Roadmap
After learning about your goals and background, we build a step-by-step roadmap designed to help you confidently move from healthcare to financial services. Whether you're aiming to generate side income, leave bedside care, or build a legacy through a new career, your roadmap is built around your lifestyle, schedule, and ambitions.
We simplify the transition with clear milestones, licensing guidance, and actionable steps so you always know what to do next. No financial background? No problem. Levi and the team will walk with you, making each part of the journey straightforward and achievable.
Grow With Confidence
Your transformation doesn’t stop after the first steps. As you enter the financial services space, Levi continues to mentor and guide you, helping you build momentum, navigate challenges, and stay focused on your vision. Whether you're growing part-time or aiming for a full career shift, you’ll never feel like you’re doing it alone.
With practical tools, ongoing training, and real-world insight from someone who’s made the leap himself, you’ll gain the confidence to keep moving forward, at your pace, on your terms. This is more than a plan. It’s a partnership.
Testimonials
What People Are Saying About Levi’s Mentorship
Levi Mboni has transformed the careers of countless healthcare professionals, guiding them into a fulfilling and financially rewarding future. Hear from those who’ve made the transition and are now building their own legacy in financial services.
FAQ
Have Questions? Let’s Clear Things Up.
Transitioning from healthcare to financial services is a big decision and it’s normal to have questions. We’ve answered the most common ones below so you can move forward with clarity and confidence.
What exactly does Levi Mboni do?
Levi helps healthcare professionals make a smooth transition into the financial services industry through mentorship, licensing guidance, and real career support. He’s not just a recruiter, he’s a coach who’s been in your shoes.
Who is this for?
This is for nurses, CNAs, caregivers, and any healthcare professionals ready to explore a new path that offers freedom, purpose, and income growth.
Do I need experience in finance?
Not at all. Levi provides beginner-friendly training and step-by-step support, no prior background in finance is required.
How long does it take to see results?
It depends on your time and commitment. Some professionals begin earning within a few weeks part-time, while others choose to transition fully over a few months.
Can I do this while still working in healthcare?
Yes! Many start part-time and grow into a full-time role as they gain confidence and momentum.
What kind of income potential is there?
Financial services offers uncapped earning potential. With the right mindset and consistent action, you can build both active and passive income streams.
Is this an MLM or sales gig?
No. This is not network marketing. You’ll be working as a licensed financial professional, building a real book of business with real clients, all with guidance.
How do I get started?
Easy. Just book a free strategy call with Levi to learn more, ask questions, and see if it’s the right fit for you.
Free Consultation
Take the First Step Toward Financial Independence
You're already making a difference in healthcare, now it’s time to create freedom for yourself. Book a free 1-on-1 call with Levi’s team to explore how you can transition into financial services, build lasting wealth, and design a career on your terms.
We guide nurses and healthcare professionals into financial services with mentorship, training, and the support to build a flexible, purpose-driven career.
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