About

Our Simple Process

We work with you to identify your goals, dreams and concerns. We help you figure out how to best use your resources to reach those goals. Finally, we check to see that your finances match your values. The topics we address include income, expenses, debts, investments, risk exposure, insurance, taxes, and estate planning. .

Initial Inquiry

A brief (10-minute) phone call to see if we might be a fit for your needs. If so, then we can schedule a complimentary Get Acquainted Meeting. If not, we will try to refer you to someone who might be better suited to serve you.

Get Acquainted Meeting

During this is complimentary, 50-minute session, we will discuss your goals, your dreams, your concerns and review your present financial picture. This meeting is your opportunity to see if we are the right firm to deliver what you are seeking. If so, we outline the scope of the work to be produced and then quote you a fee for the job.

Interactive Goal Setting

We review your budget, spending, cash flow, emergency savings, clarify the information you have provided, refine your financial goals and objectives. We may also present our prelimnary work in progress and give you access to the planning software so you can collaborate in writing your plan.

Presentation Session

We deliver your plan, review the executive summary, discuss our recommendations and implementation advice, and schedule any needed follow-up meetings.

Monitoring & Follow Up

Meet for a 6-month checkup session to see if further assistance is needed with the implementation of our recommendatons.

Financial Advice

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor
incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud.

Let's Get Acquainted

We offer a brief (10 minute) phone call to understand your needs, 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.
Copyright © 2014-2019 Lodestar Financial Planning | Admin Login | Powered by AdvisorFlex