Service: Financial Coaching
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 GoogleWhat 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
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:
+$197 Onboarding Fee+$10/month W/spouse