Helping You Navigate to Financial Freedom
Here at New Heights Financial Planning our mission is to help you achieve your financial goals, no matter how big or small.
Hello! Welcome to New Heights Financial Planning, LLC.
I’m Dan Kellermeyer, and I started my fee-only financial planning firm to provide adaptable solutions to people who want to take control of their finances and reach New Heights in their lives.
At New Heights Financial Planning, we have a specific passion for serving adventurers.
No matter how big your life goals are, we want to help get you started on the right path and help you make smart choices with your money.
Interested in traveling full-time or living a location independent lifestyle, but not sure how to get started? Does retiring early to follow your passions sound exciting (and a little scary!)? Simply want a financial expert in your corner?
You’ve come to the right place.
A “Fee-Only” Financial Planning Firm
The “Fee-only” terminology relates to upholding a fiduciary standard for our clients. In order to remove as much bias in our recommendations as possible, New Heights Financial Planning only gets paid based on fees we charge to our clients. This could be in the form of hourly fees, one-time planning fees, or ongoing retainer fees.
Being “fee-only” means we do not make money by earning commissions or referral fees on any products or advice we recommend.
If we recommend you purchase life insurance, it’s because it’s the best recommendation for you, not us.
Meet Dan Kellermeyer
I graduated from Purdue University in 2009 with a degree in Professional Flight. I came out with my pilot’s license, over $100,000 in student loans, and faced a virtually non-existent job market for new pilots. Even if I did find a flying gig, a rookie pilot can expect a starting salary in the low $20,000 range. I couldn’t survive with student debt that high and a salary so low. I hit pause on my dream job and took a full-time position in sales.
Never learning how to properly budget my money, I lived a “Play now, Pay Later” lifestyle, and it caught up to me quickly! I figured I could afford the minimum payments on my credit cards, so I must be doing OK, but it wasn’t long before most of my paycheck was going towards credit cards, student loans, and a car payment. I was living paycheck to paycheck, routinely over-drafting my checking account, and losing sleep. It was time for a change.
I took inspiration from others who found financial freedom by paying off their debt, and decided I too wanted to live a life where I wasn’t held hostage by debt payments. I remember doing my first budget and the sense of relief it brought. My budget told me I could make all my monthly payments and have just a tad leftover for myself. I instantly slept better even though I knew I had a long journey ahead of me.
Since making a complete financial 180, I have dedicated myself to changing careers into financial planning. I am currently a Candidate for CFP® Certification and have launched my own financial planning firm to help other people just like me reach financial freedom.
While I pursue my passion helping others with their finances, my wife, Tracy, and I are currently traveling the United States full-time as house sitters! We are blessed to have the opportunity to follow our passions while living rent FREE. You can read more about our journey on our blog, The Money Smart Nomad.
Schedule a Free Consultation
If you want to learn more about our firm and how we might be able to help, I invite you to schedule a free, 30-minute consultation. I’m happy to discuss what keeps you up at night, what goals you have for your future, or just chatting about travel!