We help travel-loving young families live a life they never want to retire from

Create a savings plan  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. Have your life lead your money, rather than your money lead your life. 

Experiences > things.


Your favorite stories will likely 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The concept of retirement is obsolete.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". Transition to a lower paying, higher passion job. 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 so you can easily pivot as life and priorities change. 

The most important financial decisions occur in your 30s, 40s & 50s

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 have >$400k household income and you meet one (or more!) of these criteria:

  • You have young kids
  • You have equity compensation (ISOs, NSOs, ESPP, RSUs)
  • You are a current/aspiring business owner
  • You have a net worth >$2 million

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 have >$400k of household income and you meet one (or more!) of these criteria:

  • You have young kids
  • You have equity compensation (ISOs, NSOs, ESPP, RSUs)
  • You are a current/aspiring business owner
  • You have a net worth >$2 million

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 define why money is important to you and create a unique, inspiring money vision for your family. 

From there, we guide your tactical & strategic financial decisions so you move closer to your ideal life, while also making sure you enjoy the ride. 

Mirele Sagan
Mirele Sagan
June 18, 2024.
Working with the team at EYW has been one of the best decisions I've ever made. Jake dedicates a lot of time to getting to know you, your financial history, your communication style, and your financial priorities. Jake has never fallen short in addressing my concerns and questions and it's clear he truly, truly listens and is there to guide you. What's more, the entire EYW team is meticulous, responsive and well-versed in all aspects of financial planning, from taxes to investments. Could not recommend EYW more!
Lisa Migliorisi
Lisa Migliorisi
June 12, 2024.
Jake and his team are truly a gift. We have been working with them for about a year now and they have been a wealth of information. We’ve worked with a number of coaches in different disciplines and I can say with confidence that their client onboarding, ongoing support, and annual meetings have made us much more confident in our financial future. The initial meeting was very different than I pictured. His team made sure to truly understand us as a couple and as individuals. Making sure to define our financial goals as well as our personal lifestyle goals. As two self employed people with no knowledge of 401ks or Roths, Jake made sure we understood every step of the process for opening and funding these accounts for each of us. He also works seamlessly with our CPA to make sure our taxes are on track and account for every possible deduction that we are eligible for. We highly recommend Jake and his team at Experience Your Wealth for those looking for a lifestyle forward financial planner.
Rachel Hughes
Rachel Hughes
May 16, 2024.
Unsolicited but heartfelt review: Working with Jake and his team at Experience Your Wealth has been a real joy. He's helped make better sense of our finances, has guided us toward some smart long-term goals, and more importantly he's helped us have a healthier relationship with money in general. Saving, spending, and financial planning all feel so much easier after working with EYW. Highly recommend Jake and his team.
Alex P
Alex P
December 16, 2023.
We were referred to EYW through one of our good family friends. They spoke very highly of the team and their holistic approach to financial planning. We were apprehensive at first due to our prior history of working with other financial advisors, but decided to take on the Introductory meeting. We were expecting the birth of our first child and knew that we needed a new perspective on our financial outlook. This turned out to be one of our best decisions of 2023! From the onset, we quickly recognized the potential of adopting a differentiated approach to our financial planning. As discussions continued, we knew that we had found great partners in Jake and Lillian to help guide us along this journey. They equipped us with the tools and knowledge necessary to create a sound financial roadmap. As a growing family of three, they helped turn complex topics into simple explanations, they showed us the pros and cons, the costs and the benefits and helped us build the foundation to our future. EYW’s methodology is grounded into understanding our family’s financial blueprint, our motivations, our desires, and ultimately help us construct a path forward to achieving a level of serenity that we were lacking. We are so grateful for Jake and Lillian and would give them our highest recommendation!
Tyler Eshraghi
Tyler Eshraghi
December 5, 2023.
We love working with the EYW team. They are each so attentive, thoughtful, and detailed about our life. We really enjoy their holistic approach to advising us - it takes the full life picture into account, our motivations, enjoyments, priorities, etc to create a plan that is right for us at every level. Would highly recommend for anyone searching for a financial advisor.
Jackie Lynch
Jackie Lynch
April 19, 2023.
My husband and I began meeting with EYW right after our wedding and decided partnering with them was a no brainer! We have been working together for a year now and they have helped us so much. They really take a compassionate, modern approach in helping us get our life together. Their scope of services is above and beyond our every expectation. They literally help with everything not only financially but truly feel like friends and life coaches on top of it. We feel excited and empowered after our every meeting and look forward to a lifelong partnership. We cannot recommend them enough.
Kat Vo
Kat Vo
April 8, 2023.
Jake has built a strong team with the addition of Mike Gorman. We worked with Mike prior to EYW and followed him when he made the transition because HE IS THE BEST. Together, Jake and Mike are active listeners who deliver on investment and money strategies. As a new client, the introduction process was thorough and different than anything we've experienced before with a CFP. We went through exercises to understand our lifestyles, how we use money, and why we spend the way we do. With this info, Mike continually guides us towards our goals like a basketball coach strategizing plays on the court to win the championship game. We're not rich, but with EYW it's not about how much money you have, it's about using what you have to live your ideal life.
Emily Marr
Emily Marr
January 16, 2023.
I originally started working with Experience Your Wealth, LLC and Jake in the summer and I've had a very positive experience so far. I actually ended up working with Jake originally because one of my colleagues has worked with him for many years and gave him a stamp of approval. Jake and his team do a great job of walking you through everything and take the time to truly understand your wants/needs and what your finance means to you! I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and why. If you don't know, they talk you through it until you get a better sense of of your stance. They made a few small financial changes for me right off the bat that made a difference and have been on call for me as needed when I needed to make some quick decisions, which has been a great comfort. Already started working with me on future plans, and do a good job of painting the short term and long term picture. Highly recommend!
Jacob DeLuise
Jacob DeLuise
January 5, 2023.
It's been an absolute pleasure to have the opportunity to work with Jake and his team at Experience Your Wealth. Jake has been incredibly thoughtful, creative, and thorough in helping my wife and I map out our financial future. He took ample time to understand what's most important to my wife and I and used that vision to craft a plan for us to reach our goals. Not only did he help us map out what the best next steps were in near, mid, and long term; he's been incredibly hands on in helping us complete the necessary tasks to reach those goals. Working with Jake has provided great peace of mind for our family. Working with the EYW team has made me feel like we have a trusted partner with your best intentions in mind. I highly recommend him!
Adam Scott
Adam Scott
November 29, 2022.
My wife and I have been working with EYW throughout the year and have nothing but good things to say. First I will mention that Jake is excellent at listening and understanding what your goals and desires are and makes recommendations to help get to those goals. He clearly explains how each item will work and help achieve the goals. They have helped us get organized, shed light on our finances in ways we haven’t thought about before, and get set up for success in the future. They have helped set up different accounts for short term, mid term, and long term investing. They also walked us through a tool to look at what upgrading the home would look like financially and where we stand as we plan on purchasing in the near future. Jake and Marie are funny and caring, and we are looking forward to many years of working with them.

No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for Experience Your Wealth, LLC to publish their testimonial or endorsement. Outcomes are personal and specific and one person's experience does not guarantee identical outcomes in the future for another person.



Life Transitions = Money Transitions



We have helped our clients with...

 10

New Marriages

25

Babies Welcomed

21 

Homes Purchased

45

Jobs Changed

14 

IPOs/company liquidation events

22

Businesses Started



Our Services:



(Click on the services you are looking for)

Do You Want An Objective Thinking Partner To Help Guide Your Financial Future?

Money is not just about the numbers. It’s a melting pot of your values, family history, culture, successes, failures, etc. that consciously or subconsciously impact your financial decisions. 

As your income & net worth grows, the weight of your financial decisions can feel heavier. Your strategic & tactical financial decisions get more complex, as does the psychology & emotions behind those decisions.

We partner with our clients to help alleviate the time, stress & mental energy that comes with being the sole person at the wheel of your family’s financial future. We help guide your strategic & tactical financial decisions through the lens of what is most important about money to you so you can feel more confident about the financial journey ahead of you.

You Currently Feel...
Cell
We Invite You To Feel...

Uncertain about the vision of your family's financial future

Excited and motivated; you have a clear & inspiring money vision to act as the lens for your financial decisions

Anxious about what your projected financial future may look like

Confident; you have a better understanding of how different life decisions may impact your financial future

Disconnected about your business and personal financial life 

Aligned; you feel as if your business and your financial life are working in sync

Confused about your equity compensation

Educated; you better understand how your equity compensation fits into your financial life

Worried about taking care of your family

Comforted; your family's financial life would be in better shape if something were to happen to you

Reactive in your financial life

Proactive; you have a professional team guiding your financial journey

YOU CURRENTLY FEEL...
  • Uncertain about the vision of your family's financial future
  • Anxious about what your projected financial future may look like
  • Disconnected about your business and personal financial life 
  • Confused about your equity compensation
  • Worried about taking care of your family
  • Reactive in your financial life
WE INVITE YOU TO FEEL...
  • Excited and motivated; you have a clear & inspiring money vision to act as the lens for your financial decisions
  • Confident; you have a better understanding of how different life decisions may impact your financial future
  • Aligned; you feel as if your business and your financial life are working in sync
  • Educated; you better understand how your equity compensation fits into your financial life
  • Comforted; your family's financial life would be in better shape if something were to happen to you
  • Proactive; you have a professional team guiding your financial journey

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.



Awards and Recognition



All ratings/rankings were published by companies who, as a regular course of business, rate/rank financial planners and advisors. Experience Your Wealth, LLC did not provide compensation for any of the ratings/rankings displayed here.

Meet The EYW Team

Hi there! 

We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Washington (Launa), and Georgia (Ashley) as we operate remotely and work with clients from all around the US.

We provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between investing for the future, but also experiencing life now.

Our team include a Certified Financial Planner (CFP®), Certified Student Loan Professional (CSLP®), a Chartered Financial Analyst (CFA), a Financial Paraplanner Qualified Professional (FPQP®), a Licensed Marriage and Family Therapist (LMFT) and a Certified Financial Therapist (CFT-I™) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life. 

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 🙅‍♂️




We have been Seen 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. 


Contact Info:


Not Quite Ready?


That’s okay! You can download our free guide and subscribe to our blog to help you make better decisions with your money.