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  • We Are Focused on your Future

    As a fiduciary, Foothills Financial Planning is dedicated to providing objective financial advice that is in the best interests of our clients.

  • Are You Focused on your Future?

    Use our handy contact form to drop us a line, or schedule a Free, No Obligation Get-Acquainted meeting using our Online Scheduling Tool.

  • ORGANIZE YOUR FINANCIAL LIFE

    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.

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What Makes Us Different?

Fiduciary Duty.  Client Focus.  Pragmatic Approach.
We provide individuals, families, and business owners with fee-only financial planning and investment management tailored to their needs. We never take a commission or sell an investment product. As a fiduciary, we always act in your best interest.

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   How can we help you?

 

Our Approach

As fiduciaries, we believe we can best serve you by listening to what you truly need, and providing objective advice to meet your needs. We will never promote a product for our own financial gain. This gives you the peace of mind that we have your best interests at heart.

 

Our Process

We start by understanding your goals and objectives. Then we use our tools to help you organize your financial life, helping us both better understand your financial position. From there, we perform our analysis and develop your plan. We jointly implement our recommendations and track your progress. Over time, we'll adjust your plan as the environment changes.

 

Our Affiliations

We are a proud member of several national financial planning groups, and adhere to their standards of professional excellence and integrity. Learn more.

What can we do for you?

Do you worry about retirement? Need advice on your mortgage? Would you like to fund college for a loved one? No matter the need, proper planning now ensures you reach your goals for the future. Foothills Financial Planning can provide the help you need to reach your goals. The following are some of our most popular services, or click here for a complete list.

 

Investments

Foothills Financial Planning can provide a full analysis of your investments and an asset allocation, and then implement these recommendations and manage them for you in the future. We can periodically readjust your holdings to take advantage of market shifts, or to accommodate changing priorities in your life.

 

Foothills Financial Dashboard

We provide you with the Foothills Financial Dashboard, a place to organize your financial life. With a spending tracker, budget tracker, investment tracker, secure document vault and more, this wealth management portal helps you stay connected to your financial goals, and to us.

   Life in a Box

 

Risk Management

Are there gaps in your insurance, or are you over-insured? Is your will up to date? Insurance and estate planning are important considerations. Foothills Financial Planning can help you navigate through these decisions.

 

Retirement Planning

Have you saved enough for retirement? Are you facing decisions on a pension? When should you start taking social security? Our services provide analysis of all of these questions, and help you reach the decisions that are best for you.

How do we work with you?

Financial planning is for everyone, not just the wealthy. Proper planning now can foster peace of mind, both today and in the future. Whether you are building for the future or seeking to preserve and enjoy the wealth you have accumulated, Foothills Financial Planning can help. We offer three packages for people with different goals, and who are in different stages of life.

 

Wealth Management

Wealth Management is an ongoing relationship with a financial advisor. It is best for people who are looking for a professional partner to help them grow their wealth.

 

Wealth Building

Wealth Building is an ongoing engagement with a financial advisor. It is best for Gen X and Gen Y professionals with solid incomes that are early in the process of building wealth.

 

Project-Based Planning

A limited engagement with a financial advisor, project-based planning requires no asset or net-worth minimums. It’s right for do it yourself investors looking for guidance or review, that want to implement the plan on their own.

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Our Team

Who is Foothills Financial Planning?

Kevin O’Reilly, CFP®

Wealth Management Principal, President

Resources

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