Experience Your Wealth, LLC | Fee-Only Financial Planner

Financial planner (show on map)

5.0

★★★★★

39 reviews

Experience Your Wealth helps high-income professionals and families navigate complex financial lives through integrated planning and strategic guidance.

Navigate to Visit website

About

Experience Your Wealth, LLC, founded in 2019 and based in Rhode Island, provides comprehensive financial planning services for high-income professionals and families with complex financial situations, such as equity compensation, business ownership, and significant wealth. The firm offers an integrated planning process covering life planning, cash flow planning, investment strategy, business planning, education planning, financial independence planning, estate and insurance planning, equity compensation planning, tax planning, and employee benefit planning.

The team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™), ensuring both technical depth and human perspective. Services are delivered remotely via Zoom, fostering long-term relationships with clients nationwide.

Fully integrated planning process

Credentialed team including CFP®, CFA, and Certified Financial Therapist

Focus on aligning financial strategy with personal values and life goals

Remote, Zoom-based client interactions

Services

Life Planning

Helps clients define what financial independence means to them and aligns their financial strategy with personal values and life goals.

Integration of income, equity, tax, investments, and major life decisions Strategic partnership for clarity and confidence

Equity Compensation Planning

Specialized guidance on managing ISOs, NSOs, RSUs, ESPP, and other equity-based compensation to optimize tax efficiency and wealth building.

Coordination with income and investment strategies Tax optimization for equity compensation

Business Planning

Supports business owners in navigating income variability, tax complexity, and strategic growth decisions.

Coordination of business income with personal financial goals Tax planning for business structures

Tax Planning

Provides comprehensive tax strategy to optimize deductions, credits, and overall tax liability for high-net-worth individuals.

Integration with investment and income planning Minimization of tax exposure through strategic planning

Investment Strategy & Planning

Designs personalized investment portfolios aligned with clients' risk tolerance, time horizon, and financial goals.

Asset allocation based on client profile Regular portfolio rebalancing and performance monitoring

Estate & Insurance Planning

Helps clients protect their wealth and loved ones through comprehensive estate planning and insurance solutions.

Wills, trusts, and probate avoidance strategies Life, disability, and long-term care insurance planning

Credentials & Certifications

Certified Financial Planner (CFP®)

Since 2015

Chartered Financial Analyst (CFA)

Since 2018

Certified Student Loan Professional (CSLP®)

Since 2020

Master’s in Personal Financial Planning (MSPFP®)

Since 2019

Financial Paraplanner Qualified Professional (FPQP®)

Since 2021

Licensed Marriage and Family Therapist (LMFT)

Since 2017

Financial Behavior Specialist (FBS®)

Since 2022

Certified Financial Therapist (CFT-I™)

Since 2023

Reviews

Rating

★★★★★

Reviews

"Would highly recommend for anyone searching for a financial advisor."

Frequently Asked Questions

What is the difference between a CFP®, CFA, and CSLP®? +

CFP® (Certified Financial Planner) focuses on comprehensive financial planning, CFA (Chartered Financial Analyst) specializes in investment analysis and portfolio management, and CSLP® (Certified Student Loan Professional) specializes in student loan counseling and repayment strategies.

How does Experience Your Wealth handle equity compensation planning? +

Experience Your Wealth integrates equity compensation (ISOs, NSOs, RSUs, ESPP) with overall financial planning to optimize tax efficiency and wealth building, coordinating it with income, tax strategy, and investment plans.

What sets Experience Your Wealth apart from other financial planning firms? +

Experience Your Wealth offers a fully integrated planning process that coordinates income, equity, tax, investments, and major life decisions into one cohesive strategy, tailored to each client’s values and goals, with a team of credentialed professionals including CFP®s, a CFA, and a Certified Financial Therapist.

Can Experience Your Wealth work with business owners? +

Yes, Experience Your Wealth serves business owners by navigating income variability, tax complexity, and strategic growth decisions, integrating business finances with personal wealth planning.

What is the role of the Certified Financial Therapist on the team? +

The Certified Financial Therapist (CFT-I™) helps clients understand the emotional and behavioral aspects of money, facilitating connections between financial decisions and personal values to enhance well-being and decision-making.