Welcome to Lodestar Financial Planning

Thank you for visiting our website.

We are Lodestar Financial Planning; a fee-only Financial Advisory practice located in beautiful Colorado Springs, Colorado. We provide hourly, as needed financial planning and coaching. We do not sell investment or insurance products and do not receive commissions or compensation from third parties. The only compensation we receive is from our clients for the specific advice they have requested.

Why we are different.

Our services are tailored to the unique needs of our individual clients. We do not impose a minimum fee for financial planning advice. This makes our services accessible to individuals and families who are just starting out, middle-income clientele, do-it-yourselfers, and those in need of a one-time review, second opinion, periodic advice or ongoing portfolio advisory services.

What do we do?

We provide competent, trustworthy, and affordable advice to people for all walks of life. We have extensive experience in working with active and retired Federal Employees, Military members and families with Special Needs. Including but not limited to:

  • Broad-based financial planning
  • Financial foundation planning (cash flow, debt elimination, & emergency savings)
  • Insurance planning
  • Retirement income planning
  • College planning
  • Investment allocation and advice
  • Military and Federal Employee Benefits
  • Special needs planning