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Carolyn T. Walder, CFP®

Lifetime Wealth Planning and Management, LLC

120 Waterfront Street
Suite 410
National Harbor, MD 20745
Phone: (301) 567-0706
Fax: (703) 652-6280

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Getting Married
  • Mutual Funds
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Medical & Health Issues
  • Nontraditional Households
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

About My Practice

Lifetime Wealth Planning and Management, LLC is a Fee-Only Financial Planner with offices is Alexandria, Virginia and National Harbor, Maryland. Our firm promises to put the interest of our clients first to help serve our community.

 

Experience

Carolyn Walder, CFP® has been working in the Financial Planning field since 1997 and co-founded Lifetime Wealth Planning & Management, LLC with Diana Batchelor, CPA in 2004.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: NAPFA Member

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.