Experience Your Wealth, LLC
Hi there
We're the EYW team. Established in 2019, our home "office" is in Rhode Island, but we operate remotely and work with clients from all around the US.
We provide virtual, fee-only financial planning services to travel-loving families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between investing for the future, but also experiencing life now.
Our team include a Certified Financial Planner (CFP®), Certified Student Loan Professional (CSLP®), a Chartered Financial Analyst (CFA), a Financial Paraplanner Qualified Professional (FPQP®), a Licensed Marriage and Family Therapist (LMFT) and a Certified Financial Therapist (CFT-I™) 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.
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