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. 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.
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. 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.
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. 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.
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My name is Jake. I'm originally from Massachusetts, but my home base is now in Rhode Island with my high maintenance wife and dog (yes both!). I'm a travel enthusiast, local cuisine explorer, dog lover (especially pugs!), Tom Brady fan boy and ex-baseball player back in the days.
However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.
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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.
Faq
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Your fee should not constantly change based upon how your portfolio performs. Let's say you have $500,000 in investment assets and a firm charges you 1%. If your portfolio increases 10% to $550,000, it means your fee would increase to $5,500/year, or $1,375/quarter. Did you feel the value you received increased by 10%?
Clients We Serve
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Our clients all share one thing - they buy into our core beliefs. They may be at different life stages with different needs, but they believe in our philosophy surrounding money. 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.
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From there, we provide recommendations on everything in your financial life and begin guiding your financial journey so you get closer to your ideal life, while also making sure you enjoy the ride. You have life transitions on the horizon for you like getting married, growing your family, moving, etc.
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