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 individuals and families to help them make informed money decisions in order to reach financial freedom and protect themselves once they are there.

As a fee-only financial advisor, our pricing structure is transparent and straightforward.

I’m paid in three ways:

1) Flat financial planning membership fee, charged monthly ranging from $125 to $195

2) AUM (Asset Under Management) fee. 0.20% for financial planning members and 0.50% for non-members.

3) Project fees, based on the time and complexity of the project.

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

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

Our members can take advantage of our low cost (compared to industry average) investment management.

We don’t require our members to move assets under our management to receive advice on their portfolio; however without holding it under management we are limited in the implementation of our advice.

Reduced from 0.50% to 0.20%, for members, our investment management service is particularly a boon for the busy professional and those with large portfolios needing more attention.

Absolutely! We support our fellow small business owners wholeheartedly.

Depending on the needs of the business, our service is often provided on a project or hourly basis. Your business is a separate entity from yourself, and we charge that way.

Once a year, we send out a “small business spotlight” newsletter, highlighting the business of one of our members or the local community.

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.

We maintain and update your plan through three annual meetings.

Every four months, you’ll receive an invitation to schedule a meeting.

We 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.

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 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.