About

Why Financial Planning?

Financial Planning is the process of aligning your money with your goals and values. A well-thought-out plan using conservative estimates for returns (low), and spending (high), shows you the most likely outcome, so you can judge whether you will reach your goals, whatever they might be.

Generally, most people do not start a major project; home building, renovations/remodeling, vacation or a lengthy road trip without some planning. Yet many people fail to plan for their future.

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:
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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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