.

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 review your one-page opportunity summary during this meeting. After the meeting, you will decide if you want to complete a client agreement and move forward.

  • 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 review an investing overview, finalize your investment strategy, and start the account opening process.

  • Ongoing Regular Meetings

     

    60 minutes

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

Our Financial Independence Framework keeps your financial plan both current and comprehensive while maintaining simple, actionable outputs. We know life changes, so will your financial plan. Your first plan is a snapshot in time. It’s the best view we have for the future but is quickly obsolete. Therefore, we focus on the best actions now, provide a simple 1-page summary, and regularly revisit and update the plan.

60 Minutes

  • Open Discussion
  • Review cashflow, bonus, and company stock
  • Confirm goals and update the plan
  • Fee confirmation (even years)
  • Discuss previous and new actions

.

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 review your one-page opportunity summary during this meeting. After the meeting, you will decide if you want to complete a client agreement and move forward.

  • 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 review an investing overview, finalize your investment strategy, and start the account opening process.

  • Ongoing Regular Meetings

     

    60 minutes

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

Our Financial Independence Framework keeps your financial plan both current and comprehensive while maintaining simple, actionable outputs. We know life changes, so will your financial plan. Your first plan is a snapshot in time. It’s the best view we have for the future but is quickly obsolete. Therefore, we focus on the best actions now, provide a simple 1-page summary, and regularly revisit and update the plan.

60 Minutes

  • Open Discussion
  • Review cashflow, bonus, and company stock
  • Confirm goals and update the plan
  • Fee confirmation (even years)
  • Discuss previous and new actions

SERVICES

Our firm provides a single service offering consisting of ongoing comprehensive financial planning and investment management. We help you with all areas of your finances, including cash flow, insurance, income tax planning, employee benefits, estate planning, and more. For your investments, we advise you on accounts we do not manage, such as your 401(k), and when appropriate, we can also manage investment accounts, like IRA’s, 529’s, and taxable accounts.

SERVICES

Our firm provides a single service offering consisting of ongoing comprehensive financial planning and investment management. We help you with all areas of your finances, including cash flow, insurance, income tax planning, employee benefits, estate planning, and more. For your investments, we advise you on accounts we do not manage, such as your 401(k), and when appropriate, we can also manage investment accounts, like IRA’s, 529’s, and taxable accounts.

.

FEES

We value transparency and know that fees matter. Therefore, we have a competitive fee that reflects the comprehensive ongoing work we do. The median financial advisor’s fee* on a $1 million portfolio is $10,000 a year and $18,500 a year on a $2 million portfolio.

With your six-figure household income and your six or seven-figure investment portfolio, an investment in good advice can be immensely valuable. As we advise across your household’s finances, we also calculate our fee on your household’s investable assets.

The above fee includes our partnership with GeoWealth. Mutual fund and ETF expense ratios, transaction costs, and other investment fees and costs are not included in our fee.

*https://www.kitces.com/blog/independent-financial-advisor-fees-comparison-typical-aum-wealth-management-fee/

.

FEES

We value transparency and know that fees matter. Therefore, we have a competitive fee that reflects the comprehensive ongoing work we do. The median financial advisor’s fee* on a $1 million portfolio is $10,000 a year and $18,500 a year on a $2 million portfolio.

With your six-figure household income and your six or seven-figure investment portfolio, an investment in good advice can be immensely valuable. As we advise across your household’s finances, we also calculate our fee on your household’s investable assets.

The above fee includes our partnership with GeoWealth. Mutual fund and ETF expense ratios, transaction costs, and other investment fees and costs are not included in our fee.

*https://www.kitces.com/blog/independent-financial-advisor-fees-comparison-typical-aum-wealth-management-fee/

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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