Finances Simplified • Future Secure
O'Reilly Financial Services
At O’Reilly Financial Services, we provide financial coaching grounded in trust, clarity, and personal connection—helping individuals, families, and businesses make wiser decisions about their money.
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OUR SERVICES
We don’t believe in one-size-fits-all advice. Everyone’s financial story is different, which is why we offer a range of coaching services designed to meet you where you are. Whether you’re navigating a crisis, building better habits, planning for the future, or representing an organization, there’s a place to start—and we’re here to walk with you.
Not sure where to begin? Choose the option that best matches your current situation—we’ll guide you from there.
This is where we begin. The Financial Wellness Check is a two-part session designed to help you understand your current financial picture. Together, we’ll look at your spending habits, debt, savings, and goals—creating a foundation for informed decisions and a healthier relationship with money.
Working together to financially plan for a better today and a more promising tomorrow. This service begins with understanding your money mindset—how you think and feel about finances—and builds toward developing a personalized plan. We'll look at spending habits, saving behavior, investment decisions, and your overall financial management approach.
Note: The number of sessions it will take to develop a Personal Financial Plan for a client will vary depending on the complexity of your financial situation and the depth of planning desired.
Let’s Build Your Plan Together“How are you creating your financial future? Without a game plan you have none. With a game plan your financial future is secure.”
— Coach O'Reilly
This is a comprehensive coaching plan designed to help you take intentional steps toward financial clarity and long-term stability. Together, we’ll work through three core areas—revenue, debt, and wealth—while tailoring each session to your specific needs. The plan includes 4 to 6 sessions (60 minutes each) and is available at a flat rate of $600.
We begin by strengthening the foundation: reviewing your income, building a practical budget, identifying financial goals, and establishing healthy saving habits.
If you’re facing financial pressure, we’ll address your relationship with money, explore ways to manage and reduce debt, and navigate any financial crisis with calm, clear steps.
We close the plan by looking toward the future: managing assets, understanding investment principles, and aligning long-term decisions with personal or family priorities.
Not every financial journey follows the same pace—and that’s okay. These coaching packages are designed to meet you where you are: whether you need urgent support, want structure and accountability, or are looking to lay the groundwork for a more stable future.
Choose this package if time is critical and you need guidance and support to address immediate financial needs. Scheduled meetings are to address financial areas of concern over a short period as well as look at one’s behavior and relationship toward money.
Schedule: Multiple sessions per week (1–3x/week)
Session Length: 60 minutes
Focus: Immediate financial concerns, crisis response, money behavior
Duration: Short-term and intensive, tailored to your urgency
Cost: $200.00 per Session
Choose this package to get back on track with your finances, seeking financial stability with accountability. One’s relationship with money is discussed, including behavior and decision-making. Minimum 3 coaching sessions.
Schedule: Weekly or bi-weekly sessions
Session Length: 60 minutes
Minimum: 3 sessions required
Focus: Money mindset, habits, tracking progress
Cost: $150.00 per Session
Choose this package if you want to improve your financial life through sound fiscal stewardship and prudent management of finances, with an eye toward financial freedom to one’s future. We will take an in-depth look at your mindset toward money. Minimum 3 coaching sessions.
Schedule: Weekly or every 10 days
Session Length: 60 minutes
Minimum: 3 sessions required
Focus: Mindset, budget organization, planning, long-term goals
Cost: $150.00 per Session
Choose this package if you wish to enhance your financial literacy and learn the fundamentals of personal finance, helping you make well informed monetary decisions to navigate your financial journey with confidence and integrity. Minimum 3 coaching sessions.
Schedule: Weekly sessions (flexible to fit your schedule)
Session Length: 60 minutes
Minimum: 3 sessions required
Focus: Budget basics, decision-making, mindset, future planning
Cost: $150.00 per Session
If you’d prefer to focus on a specific financial concern, this service allows you to choose the topic that matters most and work through it session by session. Whether you're facing a short-term challenge or just need clarity in one area, we’ll meet you there—with practical guidance and no long-term commitment. Each session 75 minutes.
ORGANIZATIONS
We also provide financial coaching and education in group settings—ideal for organizations, teams, churches, or community groups seeking to promote financial literacy, stewardship, and confidence.
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Finances Simplified • Future Secure
At O’Reilly Financial Services, we empower individuals and families to take control of their finances through personalized coaching rooted in integrity, encouragement, and practical wisdom.
Sabino Executive Suites
5215 N. Sabino Canyon Rd.
Tucson, AZ 85750
(520) 275-0901
dennis@oreillyfinancialservices.com
Mon - Sat
7am - 5pm
