Experience Your Wealth
I originally started working with Experience Your Wealth, LLC and Jake in the summer and I've had a very positive experience so far. I actually ended up working with Jake originally because one of my colleagues has worked with him for many years and gave him a stamp of approval. Jake and his team do a great job of walking you through everything and take the time to truly understand your wants/needs and what your finance means to you! I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and why. If you don't know, they talk you through it until you get a better sense of of your stance. They made...
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Sentiment Analysis
He's helped make better sense of our finances, has guided us toward some smart long-term goals, and more importantly he's helped us have a healthier relationship with money in general.
We’ve worked with a number of coaches in different disciplines and I can say with confidence that their client onboarding, ongoing support, and annual meetings have made us much more confident in our financial future.
What's more, the entire EYW team is meticulous, responsive and well-versed in all aspects of financial planning, from taxes to investments.
EYW’s methodology is grounded into understanding our family’s financial blueprint, our motivations, our desires, and ultimately help us construct a path forward to achieving a level of serenity that we were lacking.
We really enjoy their holistic approach to advising us - it takes the full life picture into account, our motivations, enjoyments, priorities, etc to create a plan that is right for us at every level.
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.
Not only did he help us map out what the best next steps were in near, mid, and long term; he's been incredibly hands on in helping us complete the necessary tasks to reach those goals.
I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and why.
With this info, Mike continually guides us towards our goals like a basketball coach strategizing plays on the court to win the championship game.
They literally help with everything not only financially but truly feel like friends and life coaches on top of it.
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