Objective, Commission-free, Fee-Only Financial Planning
Foothills Financial Planning was started in the Ahwatukee Foothills of Phoenix with a simple mission: provide high
quality, commission-free financial planning to people from all walks of life,
regardless of net worth and annual income. 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
Our fee-only financial planning advice is provided on an "as needed" basis, and can range from a couple of
hours working on a specific issue, to ongoing investment management with no
incentive to buy specific products. You receive independent, objective financial
advice from an advisor whose interests are aligned with your own.
What Makes Us Different?
As a licensed Investment Advisor in Arizona and Utah, Foothills Financial Planning is
held to a fiduciary standard. That means we must provide objective
financial advice that is in the best interests of our clients. It is our legal
obligation. Unlike most financial advisors, we operate independently and don't
receive commissions for selling specific products, so our recommendations are
based solely on your needs. We do our best to avoid all conflicts of interest,
so we can remain focused on your future. Learn more about the
services we provide, or
contact us today to schedule a complimentary Get Acquainted meeting
and to start down the path of achieving your financial objectives.