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7 Financial Benchmarks Measured with a Quick Survey

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Get Your Results:

  1. Emergency Fund

  2. Savings Rate

  3. Debt-to-Income Ratio

  4. Housing Ratio (Front- end)

  5. Total Debt Ratio (Back- End)

  6. Net Worth Multiple

  7. Current Ratio

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Get a free snapshot of 7 financial health indicators

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You May be Experiencing
Money Anxiety

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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 Google

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Before

  • Inconsistent Savings

  • Emotional Investing

  • Missed Tax Opportunities

  • High Money Stress

Comparison chart showing the differences between managing finances without guidance versus with a fiduciary advisor. The left side has a red cross and lists disadvantages: inconsistent savings, emotional investing decisions, missed tax opportunities, and high stress. The right side has a green checkmark and highlights the benefits of automated, consistent savings, long-term investing, coordinated tax strategy, and much lower stress, all leading to the same income but a different, improved outcome.

After

  • Automated Savings

  • Long-term Investing plan

  • Coordinated Tax Strategy

  • Lower Money Stress

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Independent

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Secure

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Private

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Fiduciary

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Step 1: Take the Survey

Submit the survey to get your free report on 7 financial metrics

Step 2: Set a Meeting

Talk with a financial professional about your results.

Step 3: Interpret your Results

At the end of your meeting you’ll have a illustration of your current results and where you want to be.

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.

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