Helping you Navigate to Financial Freedom

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New Heights Financial Planning is a fee-only financial planning firm committed to providing independent, non-biased financial help and advice.


“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.


Work with us from the comfort of your own home at the times convenient for you. We work virtually with clients anywhere in the country, but still love to meet with clients nearby!

Holistic Approach

From insurance to employee benefit selection, 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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We are passionate about helping others pursue their dreams and adventures while achieving their biggest financial goals.