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. 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The concept of retirement is obsolete.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 have >$200k household income and 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 have >$200k of household income and 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.
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.
Roumiana Tzvetkova
April 4, 2022.
I have met Jake and Marie almost a year ago. Both of them provide so much support and have set up a solid financial plan that I have followed up ever since. They are smart, honest and always available when I need advice.Their expertise and what needs to be done is always outstanding. Jake is hard working and diligent in his practice.Marie is absolutely amazing making sure I don’t miss deadlines and always gives me an honest opinion if I have a dilemma. Both of them are like true gems:). Great team!
Jessica Little
February 4, 2022.
To simply put it, working with Jake and Marie has been life changing. I cannot recommend Experience Your Wealth enough to those looking to finally getting their financial life in order. I guess there is more to it then just managing a monthly budget! 🙂 Working full-time, having our toddler and another on the way, managing multiple properties, while also trying to enjoy life, EYW has helped me have peace of mind for our growing family and future. We've been working with you for 4 months and it's easily one of the best decisions we've made for our financial future. Forever grateful for the recommendation to work with you both. Thank you!
Sean McCoole
December 31, 2021.
The approach Jake and the team at EYW take to financial planning is truly unique. They make it a personal experience, where the same path is not right for everyone, and there is no one-size-fits-all strategy to achieving your financial goals. I thought I had a good grasp on finances but I can honestly say I’ve learned more about myself and how I perceive money while working with the team than I ever knew prior.
I truly encourage anyone to take the free consultation. We feel more in control with our money than we ever have, and are looking forward to our continued relationship!
Kartik Bharat
November 16, 2021.
Jake is one of the most thoughtful and organized financial planners we have ever met. Before we met him, we had 2 financial planners and interviewed over 8. We immediately connected with Jake in our initial introduction meeting and have been surprised by his personal touch in every engagement. He takes the time to really understand our values and goals so that he can align our financial life accordingly. He truly cares about helping us be financially successful! He's also very organized. My wife and I are well organized with our finances, but Jake helped us take it to the next level. He shares opportunities to align our finances with our goals and keeps us on task by using a project tracker to visually see our short term, medium term, and long-term tasks. We enjoy working with Jake and look forward to our meetings with him - it also feels like we're catching up with a friend and we learn something new about our finances each time! We highly recommend Jake as a personal financial planner - we feel lucky to be one of his clients!
Rick Sargent
September 23, 2021.
Budgeting, Money, and handling Finances have never been something that come naturally to me, and I would even go so far as to say they are probably my biggest weakness. I have felt a lot of shame around finances and my handling of them in the past.
EYW has been a godsend. Jake and his team make it fun and interesting to start up with them. The focus isnt solely on retirement like with many other planning firms, and instead is helping me to also see the ways my family can achieve other goals that we have around home buying, trip planning, and other things that I want for myself and my family.
Getting started with Jake was fun, and the way everything we shared with him was presented back to us really helped us be able to picture what the short and mid term goals we can set can mean for our family.
5 stars, everyone should have a planner like EYW.
Jason Siperstein
September 14, 2021.
As a fellow financial advisor, I hired Jake as a consultant to help a client with PSLF (public student loan forgiveness). Jake shows a mastery of the area like no other I know. He has the rare combination of technical knowledge and people skills, which is so important as an advisor. While I am wary recommending advisors because of how it reflects on me, I can easily and confidently recommend Jake to any young family looking to partner with a financial planner.
DJ Valentina
May 6, 2021.
I love Jake! For years I knew I needed a financial advisor. I was too intimidated by the process and truthfully, I didn’t have it in me to look into the full picture of the mistakes I had been making. I didn’t want to confront the elephant in the room (credit card debt etc).
The entire idea of hiring a financial planning initially sounding daunting.
That is until I found Jake! 😃. His perspective on financial planning sold me. I believe in living my life and using my earnings to help me explore the world while I still have my youth and my health. Saving is very important, but not at the expense of me waiting to live my dream life when older.
Jake offers a balance between the two and I just KNEW he was just wanted I needed. 9 months later and my life feels lighter! I have a clear picture of my debt to income and he makes it so easy. No anxiety, just an seamless process to help me live my best life while saving for a successful future for myself and my children. Best decision in a very long time!
Dylan Allanson
April 28, 2021.
We were referred to Jake by a friend and we decided to do the interest meeting. After seeing what he could do for us, we were all in! Jake is very organized and has a purpose to every step of his process. He gets to know you more than just your finances, he gets to know you as a person and what really matters most to you. He was especially helpful as my fiancé and I are combining finances and helped to navigate those tough conversations about money. Now with his help we are able to utilize our work benefits to their maximum potential and come up with a plan to pay off my student debt. He also did a great job educating us on investing and made sure we understood the reasoning for his recommendations. We are now equipped with the tools to sustain our finances for the years to come and actually enjoy what our hard work has provided us!
Michael Hartman
April 19, 2021.
Jake has been fantastic to work with! He really helped my wife and I zero in on our goals and values, and put a plan in place to work towards them. We're so glad to be working with Jake, and we would highly recommend him to any other young professionals and families looking to hire a financial planner!
*Please note that these Google reviews are from current/past clients and nobody was compensated for their review in any way.
Life Transitions = Money Transitions
We have helped our clients with...
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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