About

Why are you here?

Are you looking for objective advice?

Most people come to us asking these questions;

How soon can I retire?

Have we saved enough to retire when we want to?

Are our investments allocated correctly for our situation?

Will we outlive our savings?

How can I get out of debt and start saving for my long-term goals?

What else should we be doing?

If some of these questions resonate with you, then you have come to the right place.


What we do

First, we work with you to identify your goals, dreams, and concerns.

Next, together we inventory your assets and help you figure out how to best use your resources to reach those goals and draft a plan that is unique to your needs.

Finally, we work with you to see that your financial plan aligns with your values and coach you on how to implement.

The topics we address can include budgeting, emergency savings, debts, investments, employee benefits, risk exposure, insurance, taxes, and estate planning.

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.
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