Lodestar Financial Planning

Lodestar Financial Planning offers prospective clients a variety of financial planning options, from one-time planning sessions to ongoing investment cousultations and financial advice. Listed below are some of our services and their typical costs. The cost of your service will depend upon the specifics of your circumstance and may be higher or low... er than these examples. Customized engagements are offered for those with unique or complex circumstances. Before you hire us, we will always provide you with a written quote of the full cost of the engagement. Because clients may hire us for a very focused task or more complex financial plans, the fee quote can range from a few hundred to several thousand dollars. Get Acquainted Meeting: No charge - This is an opportunity to exchange information about your needs and objectives, further discuss which of our services might be right for you, and to provide you an estimate of the cost of our services. Remember, we do not accept commissions, or referral fees. If you choose to use our services, we will provide a list of additional information that we will need to begin. Real Time Financial Planning: Many of our clients tell us they just want a financial check-up to confirm they are on the right track. This affordable 90 minute to two-hour real-time advice session does exactly that! We cover as much as we can about your financial situation during the session and send you a summary of recommendations after the session. Cost - fees typically range from $600 to $900. Real Time Financial Planning is most appropriate for clients in their 20s and 30s and/or those with simple financial situations. This is not a comprehensive financial plan, but we can provide tremendous value during this session.Read More