A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in Newport, RI:
CFP®, CFA®, CSLP®
Experience Your Wealth, LLC
Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute an investment strategy, Bring relief to your student debt, Design a plan to pay for college, Run long-term financial freedom projections, Ensure you have the proper insurance + estate documents, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits
We help travel-loving young families who don't buy into the "9-5, work-until-you're-65" concept find the responsible balance between paying down debt, investing for the future, but also experiencing life now.