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.
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.
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...
Our clients are NOT...
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...
