Knepper Dean Mr CPA CFP

Lifetime Financial Planning is an hourly fee-only financial planning and investment advisory firm serving the diverse financial needs of individuals and businesses in Northern Virginia, Maryland, and the Washington DC Metro area.

Our Mission

Our mission is to empower clients to achieve their financial goals through personalized, straightforward, and unbiased financial planning and advice. By focusing on our clients' best interests, we help them navigate the complexities of the financial landscape and confidently reach their life aspirations.

Who We Are

Lifetime Financial Planning is led by Dean Knepper, CPA, CFP, a seasoned financial advisor with over 30 years of experience. Driven by a client-centered approach, Dean has guided clients through various financial challenges, helping them make informed financial decisions regarding:

• Investing: Mutual funds, bonds, college savings plans, and IRAs
• Retirement Planning: 401k, 403b, 457 plans, rollovers
• Tax Planning: Income tax return preparation and optimization
• College Planning: 529 plans, Coverdell accounts, tuition planning
• Insurance: Life, disability, and long-term care coverage evaluation
• Cash Management & Debt Reduction: Strategies to achieve financial stability

What Makes Us Unique

Unlike traditional financial institutions, we base our recommendations solely on clients' individual needs. We operate on an hourly fee-only model, ensuring transparency and objectivity. This eliminates any potential conflicts of interest that often arise when commissions are involved.

Our Approach

We take a collaborative approach to financial planning, working alongside clients to understand their unique goals, concerns, and circumstances. Our detailed financial plans include tailored recommendations and step-by-step implementation guidance.

Our Commitment

Our primary goal is to empower our clients and guide them toward financial security and success. We believe financial planning should be accessible and affordable, and we are committed to providing comprehensive and personalized guidance in a clear, concise manner.