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The concept of retirement is obsolete.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 high-income professional who doesn't buy into the default "work-until-65" script. You want clarity around what's enough — so you can design financial independence early and choose how you spend your time. You've built real wealth, but what you're really after is the option to choose what's next without being constrained by income. And beyond the tactics, you're curious about the psychology and assumptions quietly shaping your financial decisions
Your situation
You have >$400k household income and you meet one (or more!) of these criteria:
If this resonates, explore the client profile that best fits your situation.
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.
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...
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.
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), Tennessee (Marie) and Arizona (Mike) 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 paying down debt, investing for the future, but also experiencing life now.
Our team includes Certified Financial Planners (CFP®), Certified Student Loan Professionals (CSLP®), a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA) 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...
Meet The EYW Team
Hi there!
We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Tennessee (Marie) and Arizona (Mike) 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 paying down debt, investing for the future, but also experiencing life now.
Our team includes Certified Financial Planners (CFP®), Certified Student Loan Professionals (CSLP®), a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA) 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 .
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.
We have been Seen in...
Let's Talk!
Ready to define what enough looks like for you? Let's start the conversation.
Contact Info:
Not Quite Ready?
That’s okay! You can subscribe to our newsletter to help you make better decisions with your money.