Service: Financial Coaching

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Build a Foundation for Wealth, Career Success, and Family

Working together, we focus on building habits and skills to support long‑term wealth

Fast-Track Your Wealth Strategy With Pro Guidance

  • Managing your debt

  • Maximizing cash flow

  • Learning to invest

  • Building your dream career

  • Starting a business

  • Finding your spouse

  • Buying a home

  • Private, virtual and in-person coaching

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

What You Can Expect

  • Four 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

Added Bonuses

  • Monarch Money Account ($120 value)

  • Income Lab Account ($499 value)

  • Investment Portfolio Review ($197 value)

  • Debt Snowball Tracker ($97 value)

Total Value: $913

Current Price:

$40/month

+$197 Onboarding Fee
+$10/month W/spouse

4 spots left at this price

THIS IS FOR YOU IF:

  • The financial system is complicated. A fiduciary advisor works to make recommendations in your best interest.

    Longitude Financial Planning is an independent RIA (registered investment advisory) in the state of Texas and other districts.

    Our independent nature allows us to provide comprehensive support without limits.

  • Our systems and solutions answer the question to keep our clients on track to reach their goals.

  • Many income management clients are savvy with their money already.

    Our Service acts as an accountability layer, providing regular progress meetings to talk about what’s been accomplished and the next steps.

    We meet you where you are with tools and time to guide your wealth building journey

Start With a Free Meeting

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