Here at New Heights Financial Planning our mission is to help you achieve your financial goals, no matter how big or small.  We offer flexible financial planning packages depending on your needs.  

 

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Financial Planning

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.

All financial planning engagements will last for a period of 12 months. 

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Investment Advisory

Whether you just need help with your 401(k) options or want a trusted advisor to manage your investments, we offer investment advisory services in addition to financial planning.

We believe it is important to understand our client’s complete financial picture before recommending the proper investments for their situation.

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Coaching

Feeling stuck or just need a second opinion from a financial professional?  Just looking to focus on student loans, debt payoff, or any other specific financial issue?

We offer custom coaching plans to help you work through these issues on an "as needed" basis.  This is completely customizable to your needs!

FAQ's

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!