Business & Personal Finance
New Heights Financial Planning is a fee-only financial planning firm that is dedicated to serving adventurers. We help clients get their financial lives in order before setting out on a location-independent lifestyle. We enjoy educating our clients about their finances so they can continue to make smart decisions with their money along their journey. Since we are also full-time travelers, we work virtually with our clients, so anyone can meet with us from wherever they may be in the world!
Ideal Client: We enjoy working with younger couples or pre-retirees who are interested in pursuing a location independent or nomadic lifestyle. These clients may need a little extra help making sure their finances are secure before setting out on their journey.
Taxes are annoying. Finances are complicated. Especially, when you’re a full-time traveler living and working out of your RV or luggage bag. There’s a lot of grey area for folks like us.
I’m a digital nomad CPA. I’ve been traveling for over three years in the US and abroad out of a backpack, campervan, and now RV. I get the lifestyle of always being on the move.
Let’s work together to get your unique situation figured out, so you can carry on to your next adventure.
Ideal Client: Innovative folks that realize the value in knowing the financial health of their business…but also know their time is valuable and best spent creating and producing rather than accounting and taxes.