We Specialize in Helping Oil and Gas Professionals, with Clients Working at Shell, Hess, Chevron, EOG, Oxy, and More.

Whether you’re looking to stay with your current employer, change careers, or you don’t fully know; that’s okay! Together, we design your plan and implement solutions based on what you want out of life now while maintaining flexibility for when life changes.

  • Your income is high, but so are life’s demands. You are trying to balance your dreams with today’s realities.
  • You are established in your career, but know that may also change. Becoming financially independent will let you go after the roles you want, reduce stress, and let you retire on your own terms.
  • You’ve done well with your money, but know you could be doing even better.

We Specialize in Helping Oil and Gas Professionals with Clients Working at Shell, Hess, Chevron, EOG, Oxy and More.

Whether you’re looking to stay with your current employer, change careers, or you don’t fully know; that’s okay! Together, we design your plan and implement solutions based on what you want out of life now while maintaining flexibility for when life changes.

  • Your income is high, but so are life’s demands. You are trying to balance your dreams with today’s realities.
  • You are established in your career, but know that may also change. Becoming financially independent will let you go after the roles you want, reduce stress, and let you retire on your own terms.
  • You’ve done well with your money, but know you could be doing even better.

Are you:

  • Wanting to have an actionable plan to obtain the life and future retirement you want?
  • Looking to build a lasting relationship with an advisor that can relate to your situation?
  • Realizing your finances are growing beyond your time and capabilities to manage them prudently?

If this is you, click Get Started to schedule a 30-minute introductory call.

GET STARTED

Are you:

  • Wanting to have an actionable plan to obtain the life and retirement you want?
  • Looking to build a lasting relationship with an advisor that can relate to your situation?
  • Realizing your finances are growing beyond your time and capabilities to manage them prudently?

If this is you, click Get Started to schedule a 30-minute introductory call.

GET STARTED

.

Illustrative Case Study

Meet Jane and John Smith.

Jane and John are in their 40’s and have two kids Zooey and Eva, ages 6 and 3. She’s an engineer, and he’s in corporate finance.

They have a terrific income but have a lot of competing priorities. Most importantly, they want to prepare for retirement and provide for their daughters, including paying for college. They also want to buy their dream home, and John wants to make a more significant impact on the community. Jane and John have been doing a lot of the right things, like:

  • Starting a college fund.
  • Contributing to their 401(k)’s in addition to other investments.
  • Enrolled in many of their respective companies’ benefits.
  • Saving a down payment for the dream house while simultaneously growing equity in their starter house.

Jane and John know they are doing many things well but admit they don’t know where they have gaps. They also don’t know if John can transition to working at a non-profit without jeopardizing other priorities.

Jane and John didn’t have the time to figure everything out on their own and were uncertain about where to begin.

They decided to hire a financial advisor who helped them define their goals and build a financial plan covering their entire financial life, not just their investments.

With the help of the advisor, they are making the following changes:

  • Using tax-advantaged accounts to save more money while reducing their taxes.
  • Front-loading their daughters’ college funds with appropriate investments in a 529 account.
  • Reallocated their investments to match their goals and to be more tax efficient.
  • Optimizing their insurance based on their needs, allowing them to protect their family while saving money.
  • Increased the interest they make on their cash while saving for a house.

John going to work for a non-profit is now part of their plan, not just a dream. He and Jane have confidence they will accomplish and protect what’s important to them and have simplified doing it with the ongoing support of their advisor.

Click the button below to view an example of what their quarterly update looks like at New Heights Planning.

Their one-page meeting summary

.

Illustrative Case Study

Meet Jane and John Smith.

Jane and John are in their 40’s and have two kids Zooey and Eva, ages 6 and 3. She’s an engineer, and he’s in corporate finance.

They have a terrific income but have a lot of competing priorities. Most importantly, they want to prepare for retirement and provide for their daughters, including paying for college. They also want to buy their dream home, and John wants to make a more significant impact on the community. Jane and John have been doing a lot of the right things, like:

  • Starting a college fund.
  • Contributing to their 401(k)’s in addition to other investments.
  • Enrolled in many of their respective companies’ benefits.
  • Saving a down payment for the dream house while simultaneously growing equity in their starter house.

Jane and John know they are doing many things well but admit they don’t know where they have gaps. They also don’t know if John can transition to working at a non-profit without jeopardizing other priorities.

Jane and John didn’t have the time to figure everything out on their own and were uncertain about where to begin.

They decided to hire a financial advisor who helped them define their goals and build a financial plan covering their entire financial life, not just their investments.

With the help of the advisor, they are making the following changes:

  • Using tax-advantaged accounts to save more money while reducing their taxes.
  • Front-loading their daughters’ college funds with appropriate investments in a 529 account.
  • Reallocated their investments to match their goals and to be more tax efficient.
  • Optimizing their insurance based on their needs, allowing them to protect their family while saving money.
  • Increased the interest they make on their cash while saving for a house.

John going to work for a non-profit is now part of their plan, not just a dream. He and Jane have confidence they will accomplish and protect what’s important to them and have simplified doing it with the ongoing support of their advisor.

Click the button below to view an example of what their quarterly update looks like at New Heights Planning.

Their one-page meeting summary

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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.

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