Financial Planning

We offer flexible financial planning packages depending on your needs.
Personalized Financial Roadmap

 

Who is this for?

If you are looking for more direction with your finances, then this is for you!  We will help you get your finances organized and will plot out your personal financial roadmap.  Your roadmap will help you direct your money in ways that will help you reach your goals and navigate to financial freedom. This is a one-time review, and you will be responsible for implementing any recommendations provided. If you would prefer on-going support throughout the year, consider our Roadmap + Implementation and Support package.

What do I get?

With this service, you will receive the following:

  • 1-on-1 meeting with Dan to discuss your goals.
  • Assistance in organizing all your important financial documents in one, secure location.
  • In-depth review of your current financial situation including:
    • Cash Flow
    • General Savings
    • Insurance Coverages
    • Employee Benefits
    • Taxes
    • Retirement Savings
    • Current Investments
    • Estate Planning Documents
  • A written action plan outlining your current financials and specific steps to take for improvement.
  • Advice from someone who has experience living a location-independent lifestyle.

Pricing

One-time fee of $599 due upon signing.

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Roadmap + Implementation & On-Going Support

Who is this for?

Our implementation package includes everything in the Personalized Financial Roadmap package while providing implementation support throughout the year. This is a great option for those who would like to have a financial planner “on call” to help them put their plan into action.

What do I get?

With this service, you will receive the following:

  • A personalized Financial Roadmap
  • Quarterly meetings to review progress and ensure you remain on track
  • Investment portfolio reviews and guidance
  • Coordination with CPAs and Attorneys to help implement your plan
  • Unlimited support (phone, email, meetings) to answer your questions throughout the year

Pricing

The first $599 of your fee is due upon signing and includes the initial plan and first three months of support. Billing will then continue after the first three months on a monthly or quarterly basis. The total annual fee will depend on the complexity of your situation.

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Roadmap + Investment Advisory & On-Going Support

 

Who is this for?

This service is great for those who want a review of their current financial situation, and do not feel comfortable managing their own investments. Please note, the Personalized Financial Roadmap is included in this package. We do not offer investment management by itself because we believe it is important to understand our client’s complete financial picture before recommending the proper investments for their situation.

What do I get?

With this service, you will receive the following:

  • Everything in the Personalized Financial Roadmap package
  • Dedicated investment manager
  • Unlimited support (phone, email, meetings) to answer your questions throughout the year

Pricing

$599 is due upon signing which covers the initial onboarding and financial plan. Fees for investment management are based on a percentage of the investments we are managing on your behalf. These fees will be discussed with you prior to signing. The $599 planning fee is waived for clients who have at least $100,000 of investments under management.

Who manages my investments?

At New Heights FP, we work with other CFP® Professionals in the industry to manage your investments so we can focus on providing quality financial plans. In addition to working with us, you will also sign an investment management agreement with a firm we have selected to manage all our client’s investments. All of the planning and support will continue to come from New Heights Financial Planning.

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One-Hour Coaching Call

 

Who is this for?

If you’d like to speak with a financial planner to get answers on your personal finances, or just need a second opinion on your plan, then this one-hour coaching call is for you.

What do I get?

This coaching call with Dan is completely customized to you. Whether you have questions or just need a second opinion, we are happy to cover any financial topic you’d like.

Pricing

$200 for a one-hour coaching call and is due upon booking.

Schedule Now

 

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