Advisors certified by NAPFA (National Association of Personal Financial Advisors) have the following qualifications.  We:

• accept compensation only from clients, and adhere to a code of ethics
• have earned a college degree
• have specialized financial planning education, and undertake significant continuing professional education
• have a minimum of three years experience, and have had our work peer-reviewed
• offer comprehensive financial planning services

Fee Only planning means that because we do not sell any products, we provide you with unbiased advice.  We are not limited in what we recommend.  Our only interest is to improve your financial well-being.  We are a fiduciary.  That means we have a legal duty to put your interest above our own.  At Lodestone Financial Planning, we take this fiduciary duty very seriously.

Lodestone Financial Planning is a financial advisor with access to Dimensional funds.  The Dimensional Fund Advisors apply academic research to the practical world of investing. Their objective is to help clients structure globally diversified portfolios and to add value through engineering and trading.   

Members of the National Association of Tax Professionals keep up to date on tax issues which affect your financial planning.