Financial Planning

Financial planning is the process of evaluating your current financial situation so you can make smart decisions with your money in the future.

At New Heights Financial Planning, we take a holistic approach to your finances. We don’t just focus on investments, retirement planning, or budgeting; we look at the entire picture! For example…

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  • Spending Plans
  • Student Loan Payoff Analysis
  • Investment Analysis
  • Risk Management
  • Retirement Planning
  • College Funding Planning
  • Education Planning
  • Major Purchase Planning i.e. RV, Home
  • Employee Benefit Selection
  • Tax Planning
  • Estate Planning
  • …and more!

Our job is to educate you on the best choices you can make in ALL aspects of your financial situation.

Financial Advice Delivered Virtually

By working virtually, we can provide service to clients who enjoy traveling, even if they are on the road full- time (just like us). This gives everyone the opportunity to meet from the comfort of their own homes, even if they live a location independent lifestyle!

Accountability Through Fiduciary Standards

In simple terms, a “fiduciary” is someone who must, by law, act in the best interest of their clients. By upholding this standard, New Heights Financial Planning is required to give you advice that is in your best interest only. Find out more about why this matters here.

Fee-Only

Being “fee-only” means we don’t make money by earning commissions or referral fees on any products or advice we recommend. When we recommend you purchase any product, it’s because it’s the best recommendation for you, not us. Find out more about fee-only financial advisors here.

Interested in seeing our financial planning process?

How can I benefit from financial planning?

Financial planning is the process of evaluating your current financial situation so you can make smart decisions with your money in the future.

You may want help planning for a comfortable (or early!) retirement, saving for your children’s education, or realizing your dream of starting your own small business. You might feel out of control with your finances and need a professional to help keep you accountable. Or, maybe you just aren’t sure how to spend and save your money! These are all great reasons to hire a financial planner.

By hiring New Heights Financial Planning, you are making an investment in your financial health. We want to build relationships with our clients that are long lasting so we can provide even better recommendations to help you reach your biggest life goals.

At New Heights, we take a holistic approach to your finances. We don’t just focus on investments, retirement planning, or budgeting; we look at the entire picture! This allows us to keep your best interests in mind.
The best way to find out how we can help is to book a free consultation with us!

What type of clients do you work with?

We love working with clients who are interested in taking a proactive approach to securing their financial freedom. Times are changing, and in today’s world, YOU are in charge of making sure your financial house is in order.

With so many choices to make, we highly suggest everyone has a financial professional on their team that keeps their clients’ best interests in mind.

We also love working with clients who have an adventurous spirit. By working virtually with clients, we can provide service to clients who enjoy traveling, even if they are on the road full- time (just like us!)

Where do you meet with your clients?

We meet with the majority of our clients virtually on a video conference. This gives our clients (and us!) the opportunity to meet from the comfort of our own homes, even if they live a location independent lifestyle!

Can you provide ongoing financial guidance?

Yes, we can provide continuous advice on any financial planning topic including ongoing support throughout the year. Perfect for anyone who is looking for more accountability.

Do you manage investment portfolios?

At New Heights, our strength is financial planning. As part of our financial planning services, we provide reviews of your current investments to ensure they align with your risk tolerance and goals. We can also help build an investment strategy for your retirement or college savings.

When it comes to implementation of your strategy and managing your investments, we partner with other investment management experts in the industry to provide this service.

This means our practice will not actually manage your investments, but rather refer you to a trusted Registered Investment Advisor who will make sure your investments stay aligned with your goals. (We trust them with our money too!)

I have a question you haven’t answered yet.

If you have more questions, or would like to know more about our services, visit our contact page to book a free consultation or send us an e-mail. We’d love to hear from you!

Setup a Virtual Meeting

Schedule a free consultation with us to discuss how we may be able to help you with your specific needs.