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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 GoogleWhen was the last time you had your financial vital signs checked?
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You Need a Money Guide
Fiduciary advice adds ~3% annually (Vanguard Advisor's Alpha)
Guided investors gain 2–3× more wealth (Envestnet Capital Sigma study)
Advice boosts confidence and happiness (Herbers & Company Financial Behaviors Study)
Before
Fees compound to reduce account size more over time
After
Account growth compounds to increase account size over time
What Makes Our Financial Guidance Different
No commissions, no hidden product fees, and a fiduciary duty.
We have the same standard of care for our coaching clients as for our wealth management clients
Included:
Personalized risk profile
Unlimited one-on-one Planning Meetings
Fiduciary investment recommendations
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Step 3: Interpret your Results
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Paying 1% every year compounds to erode investments more over time.
That '1%' fee is really 1.65%." (Truthifi, Fuchs Financial)