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
I am easily able to text, email or call Jake at anytime for advice or questions concerning my finances.
Has taken steps to help us better manage our finances to get more of a return.
I was too intimidated by the process and truthfully, I didn’t have it in me to look into the full picture of the mistakes I had been making.
We're so glad to be working with Jake, and we would highly recommend him to any other young professionals and families looking to hire a financial planner!
In just a short time working with him, we have been able to take control of our finances, make a plan for the future, and make immediate changes that will start saving us money now.
We couldn't be happier about our choice to work with Jake as our family's financial planner.
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.
Fantastic financial planner, well informed and a pleasure to work with.
If you are feeling overwhelmed with student loan debt, Jake has a plan for success.
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