Because Your Needs
Are Always Evolving
At Lionheart Financial, we strive to make everyone feel like they’re at home. People often work with us because it’s comfortable and, in turn, empowering when it comes to approaching their financial goals. We want to help you live a worry-free life, without the stress of money getting in the way of the lifestyle you’ve always aspired to live.
As fiduciaries, we envision ourselves in your shoes as we present you with strategies that are right for you. Even if we don’t go down a particular path, we’ll always offer our ideas in terms of what is best for you and the financial education you have a right to receive.
Here’s What You Can Expect:
STEP 1: INTRODUCTION
Through a 15-minute phone call, we’ll both be given the chance to make sure your situation matches our expertise.
STEP 2: ENGAGEMENT MEETING
Next, we’ll gain clarity on your goals, concerns and unique financial situation before taking a closer look at how we can help.
STEP 3: ORGANIZATIONAL MEETING
We’ll start taking a deeper dive into your current financial standing as we gather any relevant data and ensure we have what we need to start developing your plan.
STEP 4: PRESENTATION
During this meeting, we will explain exactly what you need to do to achieve your financial goals.
STEP 5: IMPLEMENTATION & ONGOING REVIEW
Next, we’ll get to work putting your plan into place. From here, we’ll be available any time to text, email or call with questions, concerns or to discuss new developments in your financial life.