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About New Heights Planning

New Heights Planning is a fee-only financial advising firm specializing in Shell and other oil and gas professionals. Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and become financially independent. As a former Shell professional, I am uniquely positioned to provide you with a remarkable financial advising experience. In addition to having education, experience, and credentials in financial planning, I have first-hand knowledge of the ins and outs of working at Shell. Information shared on LinkedIn is intended to be educational and should not be considered as tax, legal, or investment advice. Additionally, New Heights Planning does not control the content of third-party sites and makes no representation as to the completeness or accuracy of information provided at these websites. New Heights Planning is not endorsed by nor affiliated with Shell. More information can be found in the disclosures and the privacy policy at http://newheightsplanning.com.