NAPFA: The National Association of Personal Financial Advisors

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Lifetime Wealth Planning and Management LLC

This Office:

211 N Union St Ste 100

Alexandria, VA 22314-2643
Phone: (703) 519-1254

Other Offices:

120 Waterfront St Ste 410

Oxon Hill, MD 20745-1142
Phone: (703) 519-1254

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Carolyn T. Walder


This advisor specializes in the following areas of expertise:

  • Financial Issues Between Generations
  • Ongoing Investment Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Comprehensive planning, management and ongoing advisory services to clients in life transitions, including retirees, widows/widowers and divorcees.   Special expertise in providing investment management for income needs in retirement and for widows/widowers/divorcees needing to replace income.

Additional Information

Our primary goal is to serve those clients who are most vulnerable to predatory practices. This includes those (usually women) who are inexperienced in financial and portfolio management, yet are reliant on invested assets to provide all or almost all of their income.

NAPFA Start Date

February 05, 2002

Industry Start Date

January 01, 1997