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James Werner
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Sabbatical Planning Part 2
This week's episode of The Stream highlights our conversation with Jake Northrup. Listen to the whole conversation here: Voice From the Hills. - Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now. They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home. When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece. - James Werner is a Certified Financial Planner™ professional with over 25 years’ experience in wealth management and personal financial planning. James takes a special interest in areas where finance intersects with daily life. “Being included in the important financial decisions our clients face and helping them navigate those decisions is extremely rewarding,” James says. “I’m thankful to work in an industry that allows me to solve problems, develop strong personal relationships, and share my experience.” James graduated from The University of Texas with a degree in Business Administration in Finance and Economics. He acts as an advisor to the UT Planned Giving Council, serves on the Advanced Planning Steering Committee for eMoney Advisor, and speaks frequently on philanthropic planning. - Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested. - Follow on social: Twitter | Instagram | LinkedIn | Alexa Skill | Client FAQs Hosted on Acast. See acast.com/privacy for more information.
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