Frequently Asked Questions

I am a fiduciary for all of my clients. I believe the fiduciary standard is the only standard that people looking for advice should accept.

Checkout this fee-only fiduciary page to learn more about our fee-only fiduciary status

We maintain and update your plan through three annual meetings.

Every four months, wealth management clients receive an invitation to schedule a meeting.

I have an agenda for the first and the third meetings to review different aspects of your financial picture.

The second (middle) meeting is built on your agenda, giving you the space to get some deep advice on anything that is on your mind.

Our members can schedule unlimited ad-hoc meetings or contact us anytime via phone, text, or email for questions.

I’m paid in two ways:

1) Flat financial planning membership fee. See our Financial Coaching and Wealth Management pages for details

2) AUM (Asset Under Management) fee. This fee varies based on investment complexity and if you are bundling with any of our other services.

As a fee-only advisor, I’m only ever paid by my clients and never a third party or product company.

We do! It is important for us to learn if we’re the best fit to help you and if not to refer you to a more specialized advisor

Its also important for you to fully understand Longitude Financial Planning and what sets us apart from other advisors

If you have a question, there is never a charge for asking.

Send us your question or schedule a meeting HERE

I work with individual professionals and couples to help them make informed money decisions.

I’m particularly involved in the Tech, Biotech and Healthcare industries as well as with business owners.

I’m located in Austin Texas, but I work as an online financial advisor with clients nationally.

We use top of the line financial planning software to provide ongoing personalized financial planning to our members.

We analyze tax returns annually for tax planning opportunities.

Our members received sponsored access to Monarch Money to remain aware of budgeting and cashflow trends.

Our members can take advantage of our high value investment management.

Absolutely! I work with lots of business owners!

Depending on the needs of the business, our service is often provided on a project or hourly basis.

Unfortunately no, we work with a local EA (enrolled agent) if this is a service you’re interested in.

We provide tax planning as part of our ongoing financial planning.

We provide strategies to reduce your tax bill by maximizing deductions and credits.

Our investment management clients also have their portfolios reviewed annually for tax loss harvesting opportunities and capital gains minimization.

New members can expect four meetings to onboard: “Discovery”, “Get Organized”, “Explore Goals”, and “Strategy review & implementation”.

After these four meetings, you’ll walk away with a clear target (your goals) and how to get there (implementation steps).

We don’t have any minimum asset requirements.

We believe that everybody deserves access to a financial professional no matter their income or investable assets.

If you’ve been turned away by other financial advisors, we encourage you to reach out for an initial consultation.