Modern Financial Planning and Investment Management for Shell Professionals

GET STARTED

Invest Smarter | Minimize Taxes | Become Financially Independent

Modern Financial Planning
and Investment Management
for Shell Professionals

GET STARTED

Invest Smarter | Minimize Taxes |
Become Financially Independent

Why New Heights Planning

Are your financial decisions becoming larger and more complex?

Do you want to be confident you can retire when you want?

Are you doing a good job with your money but want to know if you could do better?

New Heights Planning’s Financial Independence Framework is specifically designed for people like you. 

I spent 14 years working at Shell, and now I specialize in helping Shell and other oil and gas professionals.

New Heights Planning is located in Houston, TX, and is a fiduciary and fee-only advisor. I always act in your best interest and never get paid a commission.

Why New Heights Planning

Are your financial decisions becoming larger and more complex?

Do you want to be confident you can retire when you want?

Are you doing a good job with your money but want to know if you could do better?

New Heights Planning’s Financial Independence Framework is specifically designed for people like you. 

I spent 14 years working at Shell, and now I specialize in helping Shell and other oil and gas professionals.

New Heights Planning is located in Houston, TX, and is a fiduciary and fee-only advisor. I always act in your best interest and never get paid a commission.

Have confidence in knowing that you are making well-informed financial decisions with trusted expert advice.

Have peace of mind knowing that you are prepared for life’s curveballs.

Get excited about your future by optimizing and aligning your money with your desired life.

Simplify your financial life with a one-page summary of your current and comprehensive financial plan.

New Heights Planning is not endorsed by nor affiliated with Shell.

Have confidence in knowing that you are making well-informed financial decisions with trusted expert advice.

Have peace of mind knowing that you are prepared for life’s curveballs.

Get excited about your future by optimizing and aligning your money with your desired life.

Simplify your financial life with a one-page summary of your current and comprehensive financial plan.

New Heights Planning is not endorsed by nor affiliated with Shell.

Illustrative Case Study

Meet Jane and John Smith, a professional couple in their 40’s. They want to:

  • Protect and provide for their daughters 
  • Buy their dream home
  • Make it possible for John to transition to a non-profit
See their full story
See their one-page meeting summary

Illustrative Case Study

Meet Jane and John Smith, a professional couple in their 40’s. They want to:

  • Protect and provide for their daughters 
  • Buy their dream home
  • Make it possible for John to transition to a non-profit
See their full story
See their one-page meeting summary

WANT TO LEARN MORE FROM
NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

You must confirm your email address to complete the subscription request.
Please check your junk/spam folder if the verification request email is not in your inbox.

WANT TO LEARN MORE FROM NEW HEIGHTS PLANNING?

Receive our twice-monthly original videos about all things finance, for Shell employees, directly to your inbox! The videos are concise, they are free, and we keep your information private.

You must confirm your email address to complete the subscription request. Please check your junk/spam folder if the verification request email is not in your inbox.

New Heights Planning is not endorsed by nor affiliated with Shell.
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