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 RW: What is your business?
DK: Lifetime Financial Planning is an hourly fee-only financial, tax and investment advisory firm serving all of Northern Virginia. LFP is unique in that the firm focuses on meeting the needs of middle-income Americans on an as-needed basis for an hourly fee. Our mission is to help our clients solve their financial problems and reach their most important life goals by providing sound, straightforward and unbiased fee-only financial planning and advice. RW: How did you get started? DK: After advising affluent clients over the past 22 years, I decided to change my focus and help people of more modest means. My goal was to make a real difference in peoples' lives and not merely add another percentage point to a client's investment portfolio. To facilitate my ability to reach and help people from all walks of life and income levels, in 2000, I joined The Garrett Planning Network, a nationwide network of like minded hourly fee-only financial planners. The network was founded with a commitment to provide independent, objective financial planning and advice to all consumers, not just the wealthy. RW: How long have you been in business? DK: We are in our second year of operation. I have been a CPA for over 20 years and a Certified Financial Planner since 1997. RW: What's the most interesting part of your business? DK: Meeting and helping a diverse group of clients from all over the U.S. and other countries who have relocated to Northern Virginia. RW: Do you have anyone working with you, or do you do this alone? DK: I am currently the only financial planner at the firm. As the business grows we will be adding more planners. We may add another tax professional during the upcoming tax season to help with the preparation of income tax returns. RW: What do you do when you are not working? DK: I'm an avid sports fan. I enjoy running, reading and family activities. RW: How can someone contact you if they want to use your services? DK: They can call me at: 703-779-0515, email me at: info@lifetimefp.net or fill out an inquiry form at my website: www.lifetimefp.net. |
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