About UsFoothills 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 for you.
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.
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.