Meet the Planner
Thomas Scott Meade II, CFP®
Thomas Scott Meade II is the founder, Chief Compliance Officer, and lead planner at La Vida Financial. He works with technology professionals and analytical thinkers who want clarity and direction in their financial lives without commissions, product sales, or generic advice.
He is a CERTIFIED FINANCIAL PLANNER® Professional and a fiduciary. Every recommendation is made in the client's best interest.
La Vida Financial is built on the same principles: independent, advice-first, and focused on sound decision-making.
Context
The photo here was taken in Guatemala, in front of Volcán de Fuego. Thomas is wearing a well-traveled jacket, a mountain beard, and holding Patito, a small rubber duck inspired by the rubber duck debugging tradition common in software engineering.
It's deliberate.
The goal isn't to fit a mold. It's to think clearly, ask better questions, and make decisions that hold up.
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Background
Thomas comes from a traditional financial planning background and later spent time inside a highly technical environment. That combination shaped how he approaches planning: structured, analytical, and comfortable with complexity.
He also came to understand why many people are skeptical of the financial planning industry. In many models, advice is tied to asset thresholds, product placement, or ongoing management relationships.
La Vida Financial was built for people who want thoughtful planning without being funneled into someone else's business model.
Approach
Financial planning works best when it resembles a clear conversation, not a pitch.
The work focuses on:
- Evidence-based analysis
- Explicit tradeoffs and constraints
- Accountability over time
- Long-term thinking that integrates money with real life
La Vida reflects that philosophy: practical, intentional, and realistic about complexity.
Professional Notes
CERTIFIED FINANCIAL PLANNER® Professional
Advice-first, fiduciary model
Experience working with analytical and technically inclined clients
Defined planning processes with clear deliverables
Engagements are structured, transparent, and repeatable
Personal Motivation
Thomas is motivated by independence, both his own and his clients'. He enjoys working with thoughtful people, solving nontrivial problems, and building financial systems that support how people actually want to live.
That orientation shapes how La Vida Financial operates.
Next Step
If you're looking for structured financial planning without pressure or product sales La Vida Financial may be a good fit.
Schedule an Introductory Conversation →