Welcome to New Heights Financial Planning!

We are a fee-only financial planning firm committed to providing independent, non-biased financial help and advice.  We have a specific passion for helping adventurers and small business owners, just like ourselves!

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Fee-Only

“Fee Only” means we only receive compensation from fees paid by our clients. We don’t sell products or earn commissions so that we can provide advice that’s in YOUR best interest, not ours.

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Holistic

From insurance to employee benefit selection, "work optional" (aka retirement) planning, and even student loans, we consider all aspects of your personal finances to set you on a course for success.

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Lifestyle Planning

Whether you are a full-time RVer, digital nomad, virtual business owner, or a stay-at-home mom, we help to understand why money is important to you so we can tailor a plan that will fit for your lifestyle.