Service: Essential Wealth Management

Independent Fee-only Fiduciary Advice to Build and Protect your Wealth

Let us make your finances easy and maximize your goals

Save on taxes, grow your assets, and avoid mistakes along the way

What Clients Say

“Thomas has been a wonderful financial advisor to me for the past two years. His sliding scale makes it so that there is no barrier to entry when it comes to planning for the future. 📈

When we started working together, I was flipping grilled Cheese for customers, grinding in the service industry. Thomas was able to meet me where I was to right size my goals to my living situation. Now, as I find myself in a salary job the fundamentals of budget building that I’ve learned from Thomas have carried through and I’ve been able to reap the rewards of those positive habits, we’ve built together. 🤜🏻 🤛🏽

I highly recommend working with Thomas if you’re looking to invest in your future.”

-Financial Coaching Client

“Thomas provides expert advice and guidance to help us meet our retirement goals. Straight forward, no nonsense, and trustworthy. I would recommend his services to those just starting out through those well into retirement.”

-Wealth Management Client

“I highly recommend Thomas and Longitude Financial Planning! Thomas is excellent at what he does—professional, knowledgeable, and patient. Talking about finances usually makes me anxious, but he has a way of explaining everything clearly and calmly that immediately puts me at ease. After working with him, I felt more confident and less stressed about my financial decisions.”

-Wealth Management Client

These testimonials were provided by current clients of Longitude Financial Planning. No cash or non-cash compensation was provided. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Read these reviews and more on Google

Essential Wealth Management

What You Can Expect

  • 4 Onboarding Meetings

    • Discovery, Organization, Goals and Implementation

  • Cash Flow, Debt Planning & Budgeting

  • Net Worth and Financial Wellness Tracking

  • 1:1 Business and Career Coaching

  • Dedicated Support

    • Anytime access via text, call, email or scheduled meeting

Includes

  • Holistic Financial Plan (1,997 value)

  • Tax planning analysis ($997 value)

  • Income Lab Account ($499 value)

  • Investment Portfolio Review ($197 value)

  • Monarch Money Account ($120 value)

  • Debt Snowball Tracker ($97 value)

  • Reduced Asset- based Fee (checkout our calculator)

Total Value: $3,907+

Current Price:

$149/month

* First six months upfront
+$30/month W/spouse

3 spots left at this price

THIS IS FOR YOU IF:

  • High income and equity compensation make tax planning more complicated. It can also create opportunities to save more and lower your tax bill, so you don’t spend more on taxes than you need to

  • Career and family obligations take alot of time and attention.

    Working with a trusted advisor gives you the support to make the most of your investments and tax planning so you can focus on what matters most.

  • Longitude focuses on diversifying investments through alternative investment opportunities.

    Examples include Private equity, structured products and private market placements

    These investments are available on a case by case basis and to those that are accredited and non-accredited.

Schedule a Quick Call

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