About

How to begin

What does it cost?

We quote fees based upon the scope of the project and the estimated time it takes to deliver the planning services that we mutually agreed. You receive an estimate in writing before starting any project.

Typical fees for an Initial Planning Project range from $1,800 to $5,400, maybe higher depending upon the complexity.

Annual Update Projects usually cost $600 to $2,400.

Our current hourly rate is $300.

Where do we meet?

For people in the local area, we meet at our offices in Colorado Springs. For folks who reside elsewhere, we can meet virtually using online meeting applications.

When do you want to meet?

Here is a LINK to schedule a brief call at a time that suits your needs.

Competent, Trustworthy, and Affordable advice
for the rest of us.

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.
Copyright © 2014-2019 Lodestar Financial Planning | Admin Login | Powered by AdvisorFlex