Live the life you never retire from

After all... What’s your money for if you never experience it?

We Have a Different Perspective on Financial Planning



Our Core Beliefs:



Don’t build your savings without building your life.

You don’t want to climb a ladder your whole life to realize it was leaning the wrong way. Get clear on your values so you know where you want your money to take you.

The substance of life is through experiences.

People prefer using money for experiences as opposed to “things”. Start thinking of yourself as experience rich as opposed to money in the bank rich.

More money ≠ more happiness.

How you use your money is more important than your amount of money. The key is to align your money with your values.

Challenge the status quo.

Work part time. Take a year off. Start a business. Travel the world. Who cares? Use your money to follow your passions before “retirement.”

Build optionality into your financial plan.

Nobody can predict where you will be in 30 years. Live in the moment and plan for optionality in the future. This dramatically changes how you save and invest money.

The most important financial decisions occur in your 30s and 40s.

Important life transitions = important money decisions. Make strategic financial decisions during these transitional years of your life.

Does This Sound Like You?

Everyone has unique needs, but often share commonalities. These commonalities are usually related to your stage of life. Here are a few examples of client situations where we can provide the most value.

  • Note: These examples are meant to be guidelines for you. It’s okay if you don’t fit exactly into one of these examples, but it gives you an idea about some of the common problems and opportunities that we help people work through.
  • Does This Sound Like You?

    Everyone has unique needs, but often share commonalities. These commonalities are usually related to your stage of life. Here are a few examples of client situations where we can provide the most value.

  • Note: These examples are meant to be guidelines for you. It’s okay if you don’t fit exactly into one of these examples, but it gives you an idea about some of the common problems and opportunities that we help people work through.
  • High Income Professional with Student Debt

    Recently Married Dual Income Household

    Married Household with Young Children

    Married Household with Teenage Children

    What We Do

    We provide objective, fixed-fee financial planning advice to Gen X and Gen Y professionals that want to break the mold of "retirement" and achieve financial freedom, where you have the financial resources that allow you to work when you want, where you want, and how you want in a way that financially supports your ideal lifestyle.



    Our Services:





    Are we the right fit?

    We're not for everyone. 



    Our Clients...
    • Are open and honest with us
    • Want a thinking partner, not someone to just tell them what to do
    • Act on good advice, rather than sitting on it
    • Are adventurous and willing to try new things
    • Have casual and flexible communication styles (we meet virtually)
    • Are willing to challenge societal norms around money
    Our clients are NOT...
    • Rash and emotional decision-makers without consultation
    • Trying to keep up with the Joneses
    • Market timers and strictly investment focused

    Our interests are aligned with yours

    CFP® fiduciary

    We always act in your best interest.


    Transparent

    Fixed fees, no questions asked.


    Independent

    No products, no insurance, no BS.

    Meet Jake

    Welcome!

    My name is Jake - I’m originally from Massachusetts, but recently moved to Rhode Island with my wife and [cute-but-also-high-maintenance] dog.

    I previously worked at a wealth management firm in the Boston area serving clients with ~$5 million+ in net worth. I really enjoyed working with those clients, but I always wished I started working with them at earlier stages of their lives when they were making their money, not when they already made their money.

    And thus, Experience Your Wealth was born. I launched EYW to work with clients at earlier stages of their lives to help them make better, value-aligned decisions with their money during the most transitional years of their lives. 

    I’m excited to bring my experience working with ultra-high net worth clients to help make a profound impact on the life you live. I know the opportunities and difficulties you are experiencing (as I also go through those myself), but also the path ahead of you as your net worth (and complexity) grows.

    Dog lovers required, travel enthusiasts encouraged! 



    Jake has been featured in...



    Let's Chat

    If you are interested in learning more about working with us, let's schedule a free, totally-no-pressure-at-all call to see how we can help alleviate your financial concerns. 


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