Many people believe that financial planning is only for the wealthy; the reality is most anyone can benefit from a well-crafted financial plan, regardless of age or income level. We believe that everyone deserves Competent, Trustworthy, and Affordable advice.
We are Lodestar Financial Planning; a fee-only financial advisory practice located in beautiful Colorado Springs, Colorado.
We provide hourly, as needed financial planning and advice to our clients here in Colorado and several other states.
We do not sell investment or insurance products, nor do we receive commissions or any compensation from third parties. The only income we receive is from our clients for the specific advice they have requested.
Unlike most other fee-only firms, we also don't require you to have investment account under our management. Nor do we require a certain amount of assets for planning or investment advice. That's right; we don't manage assets, but we do provide investment advice within a financial planning context.
We are fee-only and simply charge for our time. We tailor our services to the needs of our clients. We do not impose a minimum fee for our advice.
Our services are accessible to people just starting on their financial journey, growing families, pre-retirees, do-it-yourselfers, and anyone in need of a one-time review, second opinion, periodic advice, or ongoing financial coaching.