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THE FINANCIAL INDEPENDENCE FRAMEWORK

We understand that hiring the right financial advisor is a big decision, so we want to provide ample time to get to know each other before we ask for a commitment. Therefore, there is no cost and no obligations for the first few steps. New Heights Planning’s 6-step process for onboarding to our Financial Independence Framework lays the groundwork to prioritize the most important items first.

  • Get to Know You

     

    30 minutes

    Meet with Trevor over a video call to learn about one another and determine if this is a good fit. We will also answer any questions you may have.

  • Discovery

     

    60 minutes

    We believe you are the expert in your life, and we do our job best when we fully understand your needs and objectives. We explore what is important to you and help define goals based on these values.

  • Data Gathering

     

    Offline

    Gather and upload your financial documents to our secure vault.

  • Laying the Foundation

     

    60 minutes

    We will present your one-page opportunity summary. We’ll schedule a 30-minute follow-up to initiate your advisory agreement and account transfer paperwork.

  • Plan Delivery

     

    60 minutes

    We will finalize and review your initial financial plan, discuss the top recommendations, and start implementation.

  • Investment Strategy

     

    60 minutes

    Investments are the engine that powers your financial plan. We will present an investing overview, finalize your investment strategy, and start trading.

  • Ongoing Regular Meetings

     

    60 minutes

    We rotate topics throughout the year, reviewing opportunities and helping you reach new heights!

Our Financial Independence Framework ensures we regularly revisit all areas of financial planning by meeting with each client three times per year, as outlined below. We provide a simple, 1-page summary to capture the discussion and actions of each meeting to maintain progress and alignment. Clients have unlimited access to the team, and we’ll meet more frequently as needed.

60 Minutes

  • Open discussion
  • Goals refresh
  • Review cash flow, bonus, and company stock
  • Retirement income guardrails report
  • Discuss previous and new actions

SERVICES

Our firm provides ongoing comprehensive financial planning and investment management. We help you with all areas of your finances, including cash flow, retirement income planning, income tax planning, employee benefits, insurance and estate planning, and more. For your investments, we can manage most accounts, like IRAs, brokerage accounts, 529’s, and your Shell 401(k).

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FEES

At New Heights Planning, we do our best work with people who:

Are current or former Shell professionals and value having a specialist for their situation.

Don’t want to be handed off to a junior advisor.

Have an investment portfolio of at least $1.5 million, including your Shell 401(k).

The fee above includes our partnership with Focus Partners Advisor Solutions.

Schedule a complimentary, no-obligation meeting today!

Get started with a 30-minute introductory video call to learn about each other.

SCHEDULE

Schedule a complimentary, no-obligation meeting today!

Get started with a 30-minute introductory video call to learn about each other.

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