Lionheart Financial Planning, Inc.

Lionheart Financial Planning, Inc. provides personalized, fee-only financial planning and investment management to individuals, charitable organizations, and small businesses, offering comprehensive plans, asset management agreements, and limited-scope hourly engagements. The firm does not accept commissions or sell financial products, and advice is delivered through consultation while clients maintain custody of assets (the firm may place trades under a limited power of attorney).

The firm’s documented process includes creating investment policy statements, conducting quarterly reviews, and delivering written performance reporting. Investment implementation typically follows a core‑and‑satellite approach—using passive index and ETF core holdings with selectively added active funds—and clients are consulted before trades unless broader trading authorization has been granted.

Noteworthy features include the explicit service to charitable and small business clients and the predominance of non‑discretionary management; the brochure reports approximately $10.45 million in assets under management, with roughly $10.02 million managed non‑discretionarily and about $433,000 on a discretionary basis. As a fee‑only practice serving a relatively small number of clients, the firm emphasizes written plans, IPS documentation, and periodic reporting over product sales.