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Foothills Financial Planning

Foothills Financial Planning
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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 by calling 480.445.9072.

  • 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.

    Watch this Video

   

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.

Learn More

   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 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 that 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 that is best for Gen X and Gen Y professionals with solid incomes that are early in the process of building wealth.

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Our Team

Who is Foothills Financial Planning?

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Kevin O’Reilly, CFP®

Wealth Management Principal, President

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Kevin O’Reilly, CFP®

Kevin O'Reilly, CFP® is the principal of Foothills Financial Planning, a licensed Investment Advisory firm based in the Ahwatukee Foothills.

Kevin founded Foothills Financial Planning to provide individuals, families, and business owners with fee-only financial planning and investment management tailored to fit their individualized needs.

Born and raised in the Chicago area, Kevin became a Hoosier while working on a Bachelor of Science degree in Finance at Indiana University. After graduating from IU, Kevin pursued a varied career in software development, technology management, and corporate finance prior to founding Foothills Financial Planning. Along the way, an MBA from the W.P. Carey School of Business at Arizona State University helped round out Kevin's perspective and expertise in investment management.

Kevin joined the Garrett Planning Network in 2008 while completing Boston University's financial planning certification program. He is a Certified Financial Planner™ practitioner, and also holds the designation of Chartered Retirement Planning Couselor (CRPC®), indicating his education and expertise in the specialized field of retirement planning. He has also achieved the Accredited Investment Fiduciary® designation, which represents a thorough knowledge of and ability to apply investment fiduciary best practices.

During his technology career, Kevin created software for numerous financial services firms, both as a direct employee and as a consultant. These companies included Nuveen Investments, First Command Financial Services, Trustmark Insurance and Penson Financial Services.

As parents to triplets, Kevin and his wife are well-versed in the fine art of multi-tasking. Kevin is also very familiar with the unique financial challenges facing parents of multiples, and helping other such parents is a specific objective of Foothills Financial Planning. They have lived in the Ahwatukee Foothills for more than twenty years.

Bio
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Janet Gerlings, CFP®

Associate Financial Planner

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Janet Gerlings, CFP®

Janet Gerlings, CFP®, is an Associate Planner at Foothills Financial Planning, a licensed investment advisory firm based in the Ahwatukee Foothills.

Janet’s approach to personal finance can best be described as practical and optimistic, driven by a deep desire to provide meaningful value to each and every client. Her background includes many years’ experience in trading and risk management via the futures and options markets, as well as having been a successful small business owner. Her passion for working one-on-one with individuals and families, helping them to achieve their financial goals, led her to pursue her CERTIFIED FINANCIAL PLANNER™ certification.

Janet is an Arizona State University graduate, with a BS in Finance. She holds the Graduate Certificate in Personal Financial Planning from Kansas State University, and earned her CFP® certification in 2016.

Outside the office, Janet can be found hanging out with family and friends, entertaining her two rescue dogs, practicing yoga, or doing some local volunteer work. Although originally from Colorado, she has called the Valley of the Sun home for so long that she’s lost count of the years and considers herself an honorary native.

Bio
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Tim Carpenter

Wealth Management Analyst

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Tim Carpenter

Tim Carpenter is a Wealth Management Analyst at Foothills Financial Planning, a licensed investment advisory firm based in the Ahwatukee Foothills.

A Chicago native, Tim received his Bachelor of Science degree in Finance at Illinois State University. After graduating from Illinois State, Tim jumped in to financial services as an Insurance Advisor. Quick success opened the door for an opportunity to be an early stage member of a FinTech startup, catering to the needs of investment advisors nationwide. Learning from these two roles gave Tim the necessary pieces to build towards his ultimate goal, becoming a Financial Planner.

Tim will work directly with the team in Ahwatukee to support our clients, and in time will head the expansion of Foothills Financial Planning in the Chicago market. He looks forward to working with the next generation of clients in need of financial advice and taking on the fiduciary best practices that Foothills Financial Planning has put in place for the last 11 years. Tim will begin his studies to become a Certified Financial PlannerTM practitioner in 2020.

Tim and his wife call the western suburbs of Chicago home and are expecting their first child in April. In his down time, you can find Tim at the gym playing basketball and attempting to play golf.

Bio

Resources

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FAQ 

 

Useful Websites

 

Financial Calculators

 

News

 

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Contact Us

Come see us for all of your financial planning and investment needs.  We look forward to hearing from you!

Ready to schedule an appointment? Give us a call at 480.445.9072 to find a time that works. 

Got a question or comment for us?
Please use our contact form and we’ll get right back to you.

Contact Information:
Phone: 480.445.9072
Fax: 888-862-8337

Email: kevin@foothillsplanning.com

4425 E. Agave Road, Suite 132
Phoenix, AZ 85044-0619
480-445-9072

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