LODESTAR FINANCIAL PLANNING

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 an advice-only financial advisory practice located in Colorado Springs, Colorado... Unlike most other fee-only firms, we don't require you to have assets under our management or require you to have a certain amount of assets before we will provide planning and investment advice.  Rather, we provide expert investment advice to anyone who wants counsel - no matter the amount of assets. This makes us unique among most other financial advisors out there... 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.

Also known as: Lodestar

Primary location: Colorado Springs United States