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Total: 12 results found.

Investing Your Time vs. Spending Your Time

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

Investing Your Time vs. Spending Your Time The same principles of investing money apply If I asked you how you spend your money, you could answer with a decent amount of precision (and maybe ...

Setting Financial Goals

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

... their financial goals: 1. Keep the number limited to four or five. It is difficult for people to focus on more than a few goals at one time. Fewer goals will help you stay on track. 2. Make SMART ...

Personal Finance and the Serenity Prayer

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

... portfolio over several asset classes: cash, stocks, and bonds. Your specific allocation should be based on your goals, your time horizon, and your ability to tolerate a short-term loss. 6. Keep your ...

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

... you time, money and stress. If your financial planner doesn't keep you up to date on your plan, that is a bad signal. Is your planner contacting you periodically? Is your investment profile updated annually? ...

Our Team

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

... Ski Instructors Association of America.  He volunteers with Colorado Springs Junior Achievement and the Special Olympics. Married for over 37 years with two children, Skip enjoys spending time with ...

Real-Time Planning Sessions

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

Our real-time planning sessions are limited scope engagements designed to assist you in determining how best to invest your time with us. These sessions are typically 90 to 120 minutes in length and ...

Who We Are

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

... devote more of his time to his clients. Skip's clients benefit from Garrett Investment Advisors, LLC oversight and the wealth of specialized knowledge that Skip can access from the whole Garrett Planning ...

Memberships

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

... professionals – to their own individual practices. Advice is provided on an hourly, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them. In addition, some Garrett ...

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 ...

Financial Planning

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

... update, or complete estate planning activities. We may provide you with contact information for attorneys who specialize in estate planning if you wish to hire an attorney for such purposes. From time ...

Welcome to Lodestar Financial Planning

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

... services accessible to individuals and families who are just starting out, middle-income clientele, do-it-yourselfers, and those in need of a one-time review, second opinion, periodic advice or ongoing ...