Our Services

Financial Planning

We help you clarify your goals, focus on the big picture, and build a plan to align your money with your vision for the future. You plan might include recommendations for budgeting and savings, retirement planning, insurance review, investment recommendations, tax planning ,college saving, and estate planning.

We have a simple planning process

1. Contact us to schedule a brief call - see if our services are right for you.

2. Fill out our questionnaire and meet to discuss your goals, interview us, obtain a fee estimate, decide to move forward.

3. Goal setting meeting - we review your spending and cashflow and set financial goals.

4. Interactive meeting - review work in progress via phone or online desktop sharing.

  • Insurance review
  • Investment recommendations
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    Financial Advice

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    Let's Get Acquainted

    We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

    Contact

    • Phone:
      (719) 685-0600
    • E-Mail:
      This email address is being protected from spambots. You need JavaScript enabled to view it.

    Address

    1155 Kelly Johnson Blvd. Suite 111 Colorado Springs, CO, 80920

    Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.
    Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in other jurisdictions where exempted.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements..
    Most of the great photographs used on this site were taken by professional photographer and neighbor Rowedean Doss, and are gratefully used with her permission.
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