We help travel-loving young families live a life they never want to retire from
Prioritize your cash flow — 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The concept of retirement is obsolete.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?
Your Values & life stage
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.
Your situation
You meet one (or more!) of these criteria:
Sound familiar? Great - you can click on the life stage below for more details about the clients we help!
Recently Married Dual Income Household
Married Household with Young Children
Married Household with Teenage Children
Does This Sound Like You?
Your Values & life stage
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.
Your situation
You meet one (or more!) of these criteria:
Sound familiar? Great - you can click on the life stage below for more details about the clients we help!
How We Help You
We first help you envision what your ideal life looks like if money wasn't an obstacle.
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.
*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way.
Our Services:
(Click on the services you are looking for)
Do You Worry About Your Family's Financial Future?
We know personal finance is 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 | Relaxed; 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 | |
Confused about your equity compensation | Confident; you better understand how your equity compensation fits into your financial life | |
Worried about taking care of your family | Comforted; your family will be taken care of financially if something were to happen to you | |
Strapped for time to manage your financial life | Freed; you outsource your financial management and concerns to a professional |
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 Our Founder: Jake Northrup, CFP®, CFA, CSLP®
Hi there!
My name is Jake - I’m originally from Massachusetts and moved to Rhode Island in 2019 with my high-maintenance wedding planner wife and dog (yes - both high maintenance).
I previously worked at a financial planning firm in the Boston area helping 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 finite time in the endless pursuit of infinite 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 in 2019 to help travel-loving young families experience their money throughout their life and not just in “retirement”.
We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.
Disclaimer: We can't work with clients who don't like dogs 🙅♂️.
Awards and Recognition
We have been featured in...
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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