How It Works
Southwest Florida Financial Planners
Serving Clients Locally and Nationwide
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.
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.