Client Resources 

Lighthouse Financial Planning, LLC (LFP) encourages all potential clients to read our ADV (Disclosure Brochure), initial and ongoing contract templates and privacy statement.  These documents can be accessed and printed by clicking on the appropriate links below.  Contact us with any questions on these documents.

ADV (Disclosure Brochure)
Lighthouse Financial Planning, LLC (LFP), along with all registered investment advisors, must provide its ADV (Disclosure Brochure) to all of its clients at least 48 hours before they enter into any engagement agreement.  Any "advisor" who does not offer you an ADV is likely operating as a salesperson and not a fiduciary registered investment advisor.  LFP's ADV/Disclosure Brochure describes LFP's services, fees, types of clients, types of investments, methods of analysis, education and business standards, other business activities, other financial industry activities or affiliations and other disclosures, and investment practices.  This is a somewhat lengthy and technical document, so please feel free to ask any questions it may raise by using the contact link above.

Initial Engagement Agreement Template
This Initial Engagement Agreement Template is LFP's standard initial financial planning contract.  It describes the terms of most of our initial engagements and the responsibilities of LFP and of LFP's clients.

Ongoing Engagement Agreement Template
This Ongoing Engagement Agreement Template is LFP's standard contract for ongoing Asset Management and/or Financial Planning.

Privacy Statement
LFP treats all information provided by clients and potential clients as confidential, according to the terms of this policy statement.

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    Lighthouse Financial Planning, LLC<>1515 Allview Drive<> Potomac, MD 20854<>301-996-7044

                                            bkorb@lighthousefp.com