Service: Wealth Management
Independent Fee-only Fiduciary Advice to Plan and Protect Your Assets and Legacy
Let us make your finances easy and maximize your goals
Essential or Advanced service to match your situation
Save on taxes, grow your assets, and control your legacy
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 GoogleEssential 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
Monarch Money Account ($120 value)
Income Lab Account ($499 value)
Holistic Financial Plan (1,997 value)
Tax planning analysis ($997 value)
Investment Portfolio Review ($197 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/spouse3 spots left at this price
Advanced 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
Current Price:
$189/month
* First six paid months upfront+$40/month W/spouse2 spots left at this price
Includes
Monarch Money Account ($120 value)
Income Lab Account ($499 value)
Holistic Financial Plan (1,997 value)
Tax planning analysis ($997 value)
Personalized withdrawal strategy ($647 value)
Small business consulting ($997 value)
Investment Portfolio Review ($197 value)
Debt Snowball Tracker ($97 value)
Reduced Asset- based Fee (checkout our calculator)