New Heights Planning, LLC

New Heights Planning is a fee-only financial advising firm specializing in oil and gas professionals. Our clients work at Shell, Hess, Chevron, EOG, Oxy, and More.

Our Financial Independence Framework combines modern financial planning and investment management to help you reduce your taxes, invest smarter, and be prepared for retirement.

Trevor Winter, CFP®, spent 14 years at Shell as an engineer and a leader. He knows what it's like to be a professional at a large energy company: fascinating work, great people, and excellent pay, accompanied by frequent lay-offs, corporate bureaucracy, and never-ending meetings. Trevor's favorite part was helping people realize the career they desired. Now, he helps people optimize their finances to realize the life they desire. Trevor chose to leave Shell and transition into financial advising to go from work he liked to work he loves.