If I sign up for LodeStar’s® Financial Planning Services, what will occur?
At our no-cost, no-obligation initial meeting, we get to know each other and determine whether we both want to move forward. Next, through The LodeStar Experience®, we get to know who you are. We use our values-based goal setting process to help you envision a life that uniquely fulfills you. Then we use our expert technical skills to translate your values-based, life-fulfilling goals into financial objectives and to make recommendations for using all of your resources and our expertise to reach those objectives. Our unique approach to financial planning and investment management is based on the professionally recognized six-step process for financial planning as defined by the College for Financial Planning.
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