Choosing a financial planning relationship is an incredibly personal process.

 

We initially speak with most potential clients by phone or online in a Zoom meeting so that we can help you assess whether LodeStar® would be a good fit for you and your family. We simply want to get to know you and let you ask lots of questions.

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If we both decide to move forward, we'll then follow up in person or with another Zoom meeting.  During this second meeting, well get to know you on a deeper level by asking you to share information about your financial situation and your goals. We'll begin the process of framing a straight-forward, easy to understand plan.