Carolyn  Walder

Carolyn Walder

| CFP®

Lifetime Wealth Planning and Management

(703) 519-1254

Contact Me

Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

Visit Us

120 Waterfront Street
Suite 410
National Harbor, MD 20745

211 North Union Street
Suite 100
Alexandria, VA 22314

Carolyn Walder is a NAPFA-Registered Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Carolyn Walder is a Alexandria, VA Fee-Only Financial Planner serving Alexandria and all surrounding areas. Lifetime Wealth Planning and Management LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Carolyn Walder is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Carolyn Walder is the President of Lifetime Wealth Planning and Management, LLC, and is primarily responsible for the development of investment policy and portfolio management. Carolyn honed her financial planning and investment management skills as an associate of Bernhardt Wealth Management, Inc., for six years prior to founding Lifetime Wealth Planning and Management, LLC, in 2004. Carolyn has more than fifteen years of experience in financial planning and portfolio management. Carolyn is also an experienced lecturer and has presented at national forums, training sessions, and workshops, including a Regional National Association of Personal Financial Advisors (NAPFA) conference.

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Wealth Planning and Management, LLC is a Fee-Only Financial Planner with offices in National Harbor, Maryland, and Alexandria, Virginia. We provide wealth planning and management services over our clients’ lifetimes. We accomplish this in a synergistic manner—integrating your tax, retirement, risk management, investment, estate, and cash flow planning into the ongoing management of your financial portfolio. Our wealth planning and management services provide the most value for those clients who are in life transitions stages (for example, retirement widowhood, divorce) and need to utilize the money that they have acquired to begin drawing an income to completely replace or supplement current income. Therefore, whether you are retirement focused and looking for strategies to make the most of your hard earned assets and turn them into a steady stream of income when you need it, or you are a widow looking for financial advice and support in a comforting and secure atmosphere, you have come to the right place.

We invite you to learn more about our firm and our process as well as the services we provide. We will show you how you can generate the income that you need to live on while lifting the burden of managing your financial affairs. If we can be of any assistance or if you would like to schedule an initial complimentary consultation, please contact. We look forward to hearing from you!

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