As a fiduciary, Foothills Financial Planning is dedicated to providing objective financial advice that is in the best interests of our clients. Use our handy contact form to drop us a line, or schedule a Free, No Obligation Get-Acquainted meeting by calling 480.445.9072. We provide you with the Foothills Financial Dashboard, a place to organize your financial life and keep connected with us.
With a spending tracker, budget tracker, investment tracker, secure document vault and more, this wealth management portal helps you stay on track to achieve your financial goals. We provide individuals, families, and business owners with fee-only financial planning and investment management tailored to their needs.
With a spending tracker, budget tracker, investment tracker, secure document vault and more, this wealth management portal helps you stay on track to achieve your financial goals. We provide individuals, families, and business owners with fee-only financial planning and investment management tailored to their needs.
Services
Foothills Financial Planning was started in the Ahwatukee Foothills of Phoenix with the simple mission of providing high quality, commission-free financial planning. If you are an individual or small business that is looking for professional, objective financial advice, come learn how we can help you make personalized financial decisions that make sense for you.
Kevin O'Reilly, CFP is a member of NAPFA, the National Association of Personal Financial Planners. NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received from the vendors of financial products, including investment funds, money managers and insurance companies.
Our most comprehensive package, Wealth Management provides an ongoing relationship that begins with a comprehensive plan, followed by implementation of that plan. Once we're pointed in the right direction, we continually monitor your investments and help to keep and grow your wealth. The Wealth Management package is billed quarterly as a percentage of managed assets or fixed quarterly fee.
Any individual seeking financial peace of mind can benefit from our services. We serve people at all income levels, from all walks of life. Clients have the flexibility to work with us on either a one-time, as-needed basis or an ongoing basis. We welcome clients who simply need a one-time financial consultation or a second opinion, as well as those who need coordinated financial planning.
NAPFA, the National Association of Personal Financial Advisors, is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Financial Planning Association is the largest collection of financial planners in the country. When I learned that my wife was pregnant with triplets, I quickly determined that we could use all the help we could get saving for college.
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