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How It Works

Southwest Florida Financial Planners
Serving Clients Locally and Nationwide
Getting Started

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.

Our tight-knit, integrated, holistic planning approach will give you the highest probability of achieving the outcome you are looking for – an organized, worry-free, financial life.
Find Peace of Mind For You and Your Family
Please feel free to contact us at (239) 325-5110, email us at or use the contact form here if you would like to set up a consultation.
What should you look for in a financial advisor?
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