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Our Firm

Lionheart Financial Planning, Inc. is a fee-only financial planning firm located in Stafford, Va.  You will get totally objective and prudent advice. You can rest assured that you will be treated as part of the family and not just a number.

Services Provided

  • Financial Plan Preparation
  • Retirement planning
  • Investment selection and portfolio management
  • Education planning
  • Small business planning

Mission Statement

  • Provide unparalled service at a reasonable price.
  • Provide uncompromised and totally objective advice through a fee-only structure.
  • Provide advice with the integrity and honesty that I would expect to be delivered to myself.
  • To always put the client's interests above my own.

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