New Heights Planning is a Houston-based, fee-only financial advisory firm founded by Trevor Winter, CFP®. Specializing in serving Shell and other oil and gas professionals, the firm offers comprehensive financial planning and investment management through its proprietary Financial Independence Framework. Services include cash flow analysis, tax planning, estate planning, and retirement strategies, all tailored to the unique needs of energy sector employees. As a fiduciary, New Heights Planning is committed to acting in clients’ best interests without earning commissions.