Live the life you never 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The concept of retirement is obsolete.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. You want to experience your money throughout your life and not just in “retirement”.

  • (Click on the situation that sounds like you)

    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. You want to experience your money throughout your life and not just in “retirement”. 
  • .

    (Click on the situation that sounds like you)

    Recently Married Dual Income Household

    Married Household with Young Children

    Married Household with Teenage Children

    How We Help You

       It's difficult to find the responsible balance between paying down debt, saving for the future, but also experiencing life now. 

    We guide your path to financial freedom where you have the ability to work when you want, where you want and how you want in a way that financially supports your dream lifestyle.  

    (Click on the services you are looking for)



    Our Services:





    Do You Feel Stressed About Money?

    It's time to take action. Let us guide your financial transformation!  



    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...
    • Uncertain about the direction for your money
    • Anxious about your debt
    • Conflicted about your spending vs. saving
    • Strapped for time to manage your finances
    • Worried about taking care of your family
    • Fearful that you may missing financial decisions
    WE INVITE YOU TO FEEL...
    • Excited and motivated; you have a clear picture of what you want your money to accomplish for you
    • Confident; you have a plan to pay off your debt
    • Resolved; you have balance between experiencing life now and saving for the future
    • Freed; you outsource your financial management and concerns to a professional
    • Comforted; your family will be taken care of financially if something were to happen to you
    • Relieved; you have the peace of mind that an expert is guiding your financial decisions

    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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