Think we are a good fit? Schedule a call.
We work with our clients on an ongoing basis. We find that regular, coordinated financial management and implementation create the best financial and psychological outcomes. We recommend reviewing our extensive services and how our fees work before scheduling a call. If you are ready for ongoing financial planning and delegating investment management to a professional, please schedule a short Zoom call with us below.
If you are a DIYer looking for a one-time plan or some hourly work, we occasionally have time to help. But we are not a big fan of one-time plans. It only takes one small change to make a written plan obsolete. We also find that plans end up on the shelf unimplemented. But, if you think that a plan is all you need, you can find fee-only advisors that provide advice-only plans on the XYPN website.
Welcome to our office
We are located in the heart of Takoma Park, Maryland. The building is a 1930s Art Deco that was originally a Citizen’s Bank. It now sells gelato from the former drive through teller window.
Lifetime Financial is a supporter and member of Main Street Takoma, a community 501(c)3 and is a Maryland registered Benefit LLC.
Schedule a chat with us.
7000 Carroll Avenue, #201A
Takoma Park, MD 20912
202.350.1515
info (at) LifetimeFinancial (dot) com