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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

"An investment in knowledge pays the best interest." - Benjamin Franklin

Join the Lionheart Family!

Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing comprehensive financial planning and portfolio management services to residents of Virginia and Maryland. Social media is finally spreading the news of the importance that your Financial Planner be a fiduciary; We have always been and will always be a fiduciary. At Lionheart Financial Planning, Inc., we have our priorities in order – you are our priority. We are especially proud to be a firm specializing in the financial needs of those employed by Federal, State and Local Government agencies in Virginia and Maryland.

Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting Lionheart Financial Planning, Inc. is available to assist you with your financial needs.

Contact Lionheart Financial Planning, Inc. today at 540-907-2720 or use the Calendly app below to schedule a no cost, no obligation "Get Acquainted" consultation and begin your financial planning process now!

WEALTH MANAGEMENT

WEALTH MANAGEMENT

We create strategies that are tailored to your needs and goals.

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RETIREMENT PLANNING

RETIREMENT PLANNING

Years of experience have prepared us to guide you through your life transitions.

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COLLEGE PLANNING

COLLEGE PLANNING

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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TAX PLANNING

TAX PLANNING

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Schedule an Initial Consultation!