I couldn't be more pleased with my first financial advisor experience. Having a mountain of student debt from law school and a limited understanding of how to invest or save in a smart way, I felt frozen for years, being afraid of making mistakes when it came to allocating funds. This is how Jake helped me: - Applied a holistic approach in understanding what I wanted out of life and consequently for what purpose I want to make money. He then took the time to figure out how I am comfortable spending or saving or investing money so that he could tailor my financial strategy so that it resonated with me and I felt good about the whole experience. - Walked me through everything (I mean EVERYTHING) in a way so that I not only understood everything, but was able to apply the skills going forward. He used short instructional video clips (I'm visual), applied step-by-step approaches to everything I had to get done, and made sure I had all documents and information easily accessible in my files. - Really heard me and made sure ALL my questions were answered during each session. Aside from being competent at his job, Jake is a really personable, positive, and nice to work with. He really knows his stuff and it is obvious he has passion for this type of work. For me, it was important that the person who helps me navigate my finances was competent and straightforward without passing judgment. I also wanted to feel more in control of my finances and hopeful about my future. Jake definitely hit those points for me. To say I feel elated is an understatement. I even feel smarter! I highly recommend Jake and would use him again should I need more guidance in the future. read more

Jake helped me with a full evaluation of my personal finances and it was a great experience. He gave me questions that helped me define my life goals, which helped define my financial goals. From there he was able to accurately depict where I was financially by using specialized tools and custom models. Jake went the extra step to make discrete actionable tasks for me to take on to reach my financial goals. I couldn't recommend him more! read more

My wife and I are pregnant with our first child, and have been researching how to reach financial independence for about a year now. We are pretty organized and had already been taking steps towards organizing our money and lives so that we can prepare for our new little one and retire MUCH earlier than 65, but felt like we needed a little outside help putting the last pieces of the puzzle together. We came across Jake in our search for an advisor with "FIRE" experience. Being on the very frugal end of the spectrum, I was hesitant to pay someone to help us save and organize our money, but my wife and I saw a lot of potential value in what Jake offered in the introduction meeting we had with him so we decided to give it a shot. Working with Jake has been the #1 best move we've made on the FIRE journey. Throughout the process he managed to get my wife and I to enjoy talking to each other about money and budgeting. He helped us understand how each of us thinks about money and why we tend to make the decisions we do when it comes to money (which we previously hadn't even realized was different, and was a surprisingly helpful and fun exercise!). By the last meeting, Jake gave us a very organized, personalized, and detailed plan with both money- and general life-related things we need to do in the near-, mid-, and long-term future for us to reach our goals. He set us up with tools that we can continue to use - and still do! - to help organize our finances and all of these goals, which took a massive amount of stress off my shoulders that I didn't even realize I had. Something also very worth noting is that I'm a natural introvert and generally don't like talking to people, but Jake had us take a test after our first meeting that allowed him to understand our communication needs and how we like to work/communicate, and utilized that info to work with us in our zoom meetings and communicate with us via email. This made working with him so productive and enjoyable. My wife and I looked forward to every meeting with him! If you think you need some help organizing your life/money, you just found the needle in the hay stack...and its made of gold. read more

I scheduled a one-time session with Experience Your Wealth to discuss saving for financial independence/early retirement. It's something I'm interested in and have take some steps to achieve, but I wanted to make sure I had some professional advice to help me along. Jake conducted an enjoyable, respectful and wide-ranging conversation between the two of us. He was great at balancing both big, philosophical questions about my goals, interests and values with smaller, tactical strategies of how I could support them. His command of financial planning was evident, and I learned some key things during our call. Perhaps more importantly, he gave me a lot to think about in the long run. I was attracted to Experience Your Wealth because of their core beliefs about money, life and happiness. And, as someone under the age of 40, I was glad to be seeking advice from a peer -- someone with the intelligence of an experienced financial planner who also innately understands my place in life. I'm grateful for Jake's guidance and look forward to scheduling another session with him down the road. read more

I can not recommend working with Jake enough. I not only feel empowered about my financial future, but I feel secure knowing I have found a trusted advisor who understands my personal values and goals. From the very beginning, Jake took the time to get to know me and my financial situation - beyond the numbers he really wanted to understand my relationship to money and what I wanted out of life. He answered every question thoroughly, went above and beyond with his research into certain scenarios (often surprising me with an insane attention to detail!) and made sure that I felt capable and secure moving forward. If you're a millennial or gen X looking for someone who will always go the extra mile for you and get your financial future on track - you've come to the right place! read more

Financial Planner Jake Northrup of Experience Your Wealth has been an absolute godsend! Jake helped my partner and I unpack our relationship to money, as well as what we wanted our money to do for us so we could have a clear vision as to what we were working towards. Jake skillfully helped us organize all of our financial info in one online portal and provided a comprehensive review (no small feat!) to help us make of where we stand and what we can do to put ourselves in the best position to thrive and achieve all of our goals, which include buying land and building a home, starting a family, traveling around the world, and growing the individual businesses that we already run. He spent thorough time with us making sure we understood everything, and he handled our emotions and questions with compassion, skill and absolutely NO judgment. He provided us with incredibly useful tools like virtual mind maps and task lists to help us stay organized as well. Money and our lack of knowledge around how to work with it to our advantage has been one of the main obstacles in us being able to move forward, and Jake has been the bridge to making all of our dreams possible. My partner and I feel much more confident and clear about what we need to do and how we can do it together to make our finances work for us versus the other way around, which is super exciting! I cannot say enough good things about Jake. He is the key to a healthy financial life that can open up your world; I would highly recommend anyone else work with him to get your finances to fuel the life you want to lead! read more