Experience Your Wealth

Business Details

7 Years

experience

Your Trusted Partner for Life-Centered Financial Planning

Experience Your Wealth is a modern financial planning firm dedicated to helping travel-loving families align their financial decisions with their life values. Founded in 2019, our team of Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and financial therapists specializes in life-centered planning for high-income households. We focus on integrating personal values with financial strategies through services like equity compensation planning, tax optimization, and business financial alignment.

Our remote, paperless model serves clients nationwide, combining technical expertise with a deep understanding of the emotional aspects of money. With recognition in industry rankings and a commitment to fiduciary standards, we provide transparent, fee-only advice tailored to families navigating complex financial transitions.

Services

Life planning Cash flow planning Investment strategy Business planning Education planning Financial independence Estate planning Equity compensation Tax planning Employee benefits

Details

Year established: 2019

Highlights and features

We specialize in life-centered financial planning for travel-loving families
Our team includes CFPs, CFA charterholders, and financial therapists
We focus on equity compensation planning for tech professionals
We offer virtual, paperless financial planning nationwide
Our process integrates emotional and technical aspects of financial decisions

Associations and certifications

Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Certified Student Loan Professional (CSLP)
Financial Paraplanner Qualified Professional (FPQP)
Licensed Marriage and Family Therapist (LMFT)
Certified Financial Therapist (CFT-I)

What people say

Phenomenal service Great to work with Exceptional financial therapists Proactive communication Effective planning strategies

Website

Update Listing

Services

Life Planning

Our life planning service helps clients define their ideal lifestyle through guided exercises that connect financial decisions to personal values. We facilitate vision-setting conversations to create a clear roadmap for financial choices. This service helps clients prioritize life goals while maintaining financial security.

Cash Flow Planning

We analyze spending patterns to optimize cash reserves and develop automated savings plans. Our approach simplifies bank account structures while balancing immediate needs with long-term goals. This service ensures clients maintain liquidity while progressing toward financial objectives.

Equity Compensation Planning

Specialized guidance for managing equity compensation packages including ISOs, NSOs, and RSUs. We provide tax-efficient strategies for exercising options and integrating them with overall financial plans. Our approach balances company stock management with portfolio diversification.

Tax Planning

Comprehensive tax planning that coordinates with CPAs to optimize withholding strategies and reduce liabilities. We run projections to guide estimated tax payments and identify savings opportunities. This service ensures proactive tax management integrated with overall financial plans.

Investment Strategy

We develop tax-efficient investment strategies using low-cost index funds across different time horizons. Our approach includes asset allocation, account consolidation, and employer-sponsored plan management. Regular monitoring ensures portfolios remain aligned with evolving financial goals.

People

Jake Northrup

Founder & Lead Financial Planner

CFP and CFA charterholder with over a decade of experience in holistic financial planning. Recognized in Investment News 40 Under 40 and Investopedia Top 100 Financial Advisors. Specializes in integrating life values with financial decisions for travel-oriented families.

Gage Avera

Associate Financial Planner

Certified Financial Planner with expertise in tax planning and values-based financial strategies. Holds a Master's in Personal Financial Planning from Kansas State University. Focuses on helping clients align financial choices with personal priorities.

Launa Gray

Paraplanner

FPQP-designated paraplanner with five years of experience in financial planning operations. Specializes in simplifying complex financial scenarios and providing personalized client support. Brings creative problem-solving to financial planning processes.

Ashley Quamme

Fractional Financial Behavior Officer

Licensed Marriage and Family Therapist and Certified Financial Therapist with expertise in financial behavior coaching. Founder of The Wealthy Marriage practice. Specializes in helping couples align financial decisions with relationship goals.

Questions

What financial planning services do you offer?

We offer life planning, cash flow management, investment strategy, tax planning, equity compensation guidance, and business financial integration tailored to high-income families.

Who are your typical clients?

We work with travel-loving families earning over $400,000 annually who want to align financial decisions with lifestyle goals, including business owners and those with equity compensation.

How are your fees structured?

Our fees include a $1,500 setup fee plus a fixed annual fee calculated as 1% of earned income and 0.5% of net worth, starting at $833/month.

Do you work with clients remotely?

Yes, we provide virtual financial planning services to clients across the United States through secure digital platforms and video consultations.

What makes your approach different?

We combine technical financial expertise with emotional intelligence, focusing on life values and behavioral aspects of money management for holistic planning.

How often do you meet with clients?

We schedule three major meetings annually plus unlimited email support, with additional sessions available for significant life or financial changes.

Reviews (4)

Write a Review

Sean McCoole

Jan 04, 2022 Report

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 Ive 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

Nov 22, 2021 Report

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

Rick Sargent

Oct 02, 2021 Report

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.

Jason Siperstein

Sep 15, 2021 Report

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.