A fee-only fiduciary, offering financial planning, low-cost portfolio management, education and coaching included with membership, and business consulting on a project basis. No minimums, because everyone deserves access to financial planning, irrespective of income or investment account value. No sales, because a sales incentive can lead to recommendations that are less than fully aligned with client interests. Low-cost, because this firm has been designed to leverage digital technologies, lowering overhead while providing high quality service.

Website: longitudefinancialplanning.com

Phone: (512) 200-4113