Competent, Trustworthy,
and Affordable advice
for the rest of us.

Who we are and why we are different

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.

Financial Planning

Our approach is unique, broad-based, and tailored just for you.
  • Planning

    Your financial life isn’t just about your investments. Why should you advice be limited?
  • Transitions

    Life is about changes. We help guide you through those changes.

Let's Get Acquainted

Schedule a brief call 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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