Lifetime Wealth Planning and Management

Specialties

Fee-​Only Planner

Financial Planner National Harbor, Maryland and Alexandria, Virginia

Retirement Planning

Estate Planning

Investments

Tax Planning

NAPFA Member

Financial Advising

History

Established in 2004.

Carolyn Walder and Diana Batchelor founded the company as a spin-​off of Bernhardt Wealth Management in 2004

Meet the Business Owner

Carolyn W.

Business Owner

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. Carolyn has been quoted in a number of financial and consumer publications, including The Washington Post, Kiplinger’s Personal Finance, Smart Money, Good Housekeeping, The Wall Street Journal, Bloomberg Personal Finance, and Consumer Reports Money Guide.