We help travel-loving young families live a life they never want to retire from
Manage your debt — Grow your net worth — Make work optional
We Aren't Your Traditional Financial Planner
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.
Experiences > things.
Your favorite stories come from experiences, not the things you buy. Don't let the consumerism culture dictate how you spend money.
More money ≠ more happiness.
True wealth is the ability to spend your time in a way that is aligned with your core values. More money can't replace your kid's missed soccer games.
The concept of retirement is obsolete.
Don't defer your life until "retirement". Work part-time. Take a year off. Start a business. Travel the world. Who cares? Never live your life wondering "what if"?
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.
The most important financial decisions occur in your 30s and 40s.
Life transitions = money transitions. It's better to prevent financial mistakes than to fix them in 20 years.
Does This Sound Like You?
You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
(Click on the situation that sounds like you)
Recently Married Dual Income Household
Married Household with Young Children
Married Household with Teenage Children
Does This Sound Like You?
You’re a travel-loving young family who doesn’t buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.
(Click on the situation that sounds like you)
How We Help You
We first help you envision what your ideal life looks like when you are no longer chained to the "9-5" corporate structure.
From there, we guide your financial decisions so you get closer to your ideal life, while also making sure you enjoy the ride.
Money is simply a tool that, if managed properly, allows you to spend your time exactly how you want.
(Click on the services you are looking for)
Our Services:
Do You Worry About Your Family's Financial Future?
We know personal finance stressful. You're doing your best to manage your family's finances with the limited time you have, but you also don't know what you don't know.
We're here to take that stress off your shoulders and guide your financial transformation so you know your family is financially taken care of!
You Currently Feel... | Cell | We Invite You To Feel... |
Uncertain about the direction for your money | Excited and motivated; you have a clear vision of what you want your money to accomplish for you | |
Anxious about your debt | Confident; you have a plan to pay off your debt | |
Conflicted about your spending vs. saving | Resolved; you have balance between experiencing life now and saving for the future | |
Strapped for time to manage your finances | Freed; you outsource your financial management and concerns to a professional | |
Worried about taking care of your family | Comforted; your family will be taken care of financially if something were to happen to you | |
Fearful that you may missing financial decisions | Relieved; you have the peace of mind that an expert is guiding your financial decisions |
YOU CURRENTLY FEEL...
WE INVITE YOU TO FEEL...
A Financial Planner You Can Trust.
CFP® fiduciary
We always act in your best interest.
Transparent
Fixed fees, no questions asked.
Independent
No products, no insurance, no BS.
Meet Jake Northrup, CFP®, CFA, CSLP®
Hi there!
My name is Jake - I’m originally from Massachusetts, but recently moved to Rhode Island with my wedding planner wife and [cute-but-also-high-maintenance] dog.
I previously worked at a financial planning firm in the Boston area servicing families with ~$5 million+ in net worth which taught me a very valuable lesson. Time is finite, whereas money is infinite.
We get trapped sacrificing our valuable time in the endless pursuit of earning more money when we don’t know how much money is “enough”. We make unnecessary sacrifices to save for “retirement” because that’s what we’re supposed to do… right? I’d argue no.
And thus, Experience Your Wealth was born. I launched EYW to help clients in their 30s and 40s experience their money throughout their life and not just in “retirement”. Government and IRS rules are built upon the work-until-you’re-65 concept which is outdated.
It’s literally unhealthy to work at 100% your whole life to then one day stop – you need the mental stimulation, social interaction and sense of purpose that comes from work. The key is to find work you love when you want, where you want and how you want that financially supports your dream lifestyle.
This philosophy requires a creative, untraditional approach to financial planning which I am excited to bring to clients. 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!
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Let's Talk!
We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom.
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