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Total: 21 results found.

Live on Less Than You Make

Created on Monday, 16 July 2018. Posted in Content/our blog

... seek the advice of a Financial Professional when they believe they need their investments to perform better. A real Financial Planner will look at the entire picture and not just the investments. The key ...

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

... that there are great investments, poor investments and everything in between. As a financial advisor, I study the details of an investment so that I can make an informed recommendation to my clients as ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

Setting Financial Goals When first meeting with clients, I always ask if having written goals are essential to their financial success. In 16 years of practice, I have never met anyone who has said no. ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... and wisdom to know the difference." What does this prayer have to do with Personal Financial Advice? Everything. Last May, the research firm, DALBAR, Inc., released their 23rd Annual Quantitative ...

Signs You Need a Financial Planner

Created on Thursday, 02 November 2017. Posted in Content/our blog

Financial Planners Help Build Better Experiences Sometimes it's hard to tell if you need professional help for a problem or if you can handle it yourself. Whether it's taking care of a common cold, fixing ...

Do You Have A Bad Financial Planner?

Created on Thursday, 02 November 2017. Posted in Content/our blog

Red Flags that Should Make You Worry A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save ...

Client Forms

Created on Wednesday, 11 June 2014. Posted in Content/resources

Garrett Investment Advisors, LLC Form ADV Part 2A Lodestar Financial Planning Form ADV Part 2B Your 2018 Financial Fitness Checkup Confidential Questionnaire (PDF Version) Risk Tolerance Questionnaire ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

The Lodestar Financial Planning web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Lodestar Financial Planning web site. ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

  The Lodestar Financial Planning web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Lodestar Financial ...

Newsletters

Created on Monday, 30 April 2012. Posted in Content/resources

June 2017 July 2017 August 2017 September 2017 October 2017 November 2017 December 2017 January 2018 February 2018 March 2018 April 2018 May 2018 2017 Last Chance Financial ...

Our Team

Created on Monday, 30 April 2012. Posted in Content/about

Skip's Background Richard "Skip" Fleming is the founder of Lodestar Financial Planning, a financial planning practice providing hourly, as-needed financial planning and advice in Colorado. Skip provides ...

Who We Are

Created on Monday, 30 April 2012. Posted in Content/about

Lodestar Financial Planning is Skip Fleming's small and personal practice, but "we" are much more than that. We are an office and Investment Advisor Representative of Garrett Investment Advisors, LLC. ...

Our Process

Created on Monday, 30 April 2012. Posted in Content/about

This "7 Steps to Financial Success" Process is designed to clearly communicate the way we work with our clients and to clarify the roles and responsibilities of the financial planner and the client. ...

Memberships

Created on Monday, 30 April 2012. Posted in Content/about

As a CERTIFIED FINANCIAL PLANNER™ professional, Skip earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous two-day certification examination ...

Our Fees

Created on Monday, 30 April 2012. Posted in Content/about

Lodestar Financial Planning offers prospective clients a variety of financial planning options, from one-time planning sessions to ongoing investment consultations and financial advice. Listed below are ...

Educational Workshops

Created on Monday, 30 April 2012. Posted in Content/services

We provide workshops on an "as announced" basis for groups desiring advice on investment and personal finance. Topics may include issues related to financial planning, educational and estate planning, ...

Investment Consultation

Created on Monday, 30 April 2012. Posted in Content/services

... establishing your own investment account at the broker/dealer or custodian of your choosing. We may offer projections of the likelihood of achieving your retirement goals, with financial independence ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

Under our Financial Planning engagements we provide advice to you on such subjects as cash flow analysis, retirement capital needs, education funding, risk management, estate planning, and or other specific ...

Important Disclosure

Created on Monday, 30 April 2012. Posted in Content/main

All written content on this site is for information purposes only. Opinions expressed herein are solely those of the founder of Lodestar Financial Planning. Material presented is believed to be from ...

Contact Us

Created on Friday, 28 October 2011. Posted in Content/main

Lodestar Financial Planning 1155 Kelly Johnson Blvd. Suite 111 Colorado Springs, CO, 80920 Office: (719) 685-0600 Schedule a Meeting  Map & Directions Complimentary initial phone ...

Welcome to Lodestar Financial Planning

Created on Tuesday, 24 May 2011. Posted in Content/main

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 ...