Dynamic Capital Planning

Dynamic Capital Planning

My focus is to build relationships while guiding, challenging and ultimately positioning my clients for the financial security they deserve.

At Dynamic Capital Planning, our mission is to create financial peace of mind for our clients by helping them grow, optimize, and protect what is important. Clients value our hands-on concierge planning experience because we provide clarity and simplicity where there is often confusion and chaos; our clients feel like family to us and become some of our closest friends. We accomplish our mission b

Operating as usual

When Can I Take Money Out of My 401(k)? 10/28/2021

When Can I Take Money Out of My 401(k)?

You can take money out as soon as you’re 59½, but it’s a good idea to make sure you have a plan in place first. Please reach out if you’d like to discuss your retirement planning.

When Can I Take Money Out of My 401(k)? You may be wondering: When can I take money out of my 401(k)? Learn more about the age when you can start making withdrawals.

5 Tips for Helping Your Child Find a Job After College 10/26/2021

5 Tips for Helping Your Child Find a Job After College

How to support them without doing the work for them.

5 Tips for Helping Your Child Find a Job After College If you’re the parent of a recent college graduate, here are 5 ways to help your child job search after college.

What Is Wealth Planning? 10/20/2021

What Is Wealth Planning?

Your financial picture naturally grows more complicated as your wealth grows over time.

What Is Wealth Planning? As your net worth grows, the complexity of your financial situation also increases. That’s where wealth planning services can help you feel more confident about your financial choices.

How to Roll Over Your Old 401(k) 10/14/2021

How to Roll Over Your Old 401(k)

Follow these steps to avoid paying unnecessary taxes and fees when you transfer your account.

How to Roll Over Your Old 401(k) Millions of Americans landed in new jobs over the past year. Here’s how to roll over a 401(k) from an old employer without incurring steep withholding taxes, penalties or fees.

What Are Private Student Loans? 10/12/2021

What Are Private Student Loans?

Please reach out if you'd like to discuss how college savings can fit into your overall financial plan.

What Are Private Student Loans? If federal loans won’t be enough to cover your child’s education, you may have asked the question, what are private student loans? Here’s what to know.

What’s the Difference Between an IRA and a 401(k)? 09/30/2021

What’s the Difference Between an IRA and a 401(k)?

401(k)s and IRAs are great tools to help save for retirement. But there are some key differences between the two.

What’s the Difference Between an IRA and a 401(k)? IRA and 401(k) are often used in reference to retirement savings. But is a 401(k) an IRA? We explain their similarities and differences.

How to Start a Family Financial Plan 09/24/2021

How to Start a Family Financial Plan

Not sure where to begin when it comes to starting a financial plan for your family? Let's talk.

How to Start a Family Financial Plan How do you start financial planning for families? It not only involves creating a budget, it also includes figuring out family goals — read these tips to learn more.

How to Save Money for Your Family’s Financial Goals 09/23/2021

How to Save Money for Your Family’s Financial Goals

Reach out if you need help figuring out how to work family goals into your financial plan.

How to Save Money for Your Family’s Financial Goals Wrangling your budget while raising a family can seem overwhelming — but it doesn’t have to be. Here are 3 tips on how to save money for your family financial goals.

Timeline Photos 09/20/2021

Team DCP came out to support Asha-Jyothi on Sunday for its 13th Annual 5K Run. The non-profit organization provides education and healthcare for the underprivileged. We were so happy to support our friends, Sekhar and Malini Puli, and take part in such an amazing event! Check out the organization's website at www.asha-jyothi.org for more information.

Team DCP came out to support Asha-Jyothi on Sunday for its 13th Annual 5K Run. The non-profit organization provides education and healthcare for the underprivileged. We were so happy to support our friends, Sekhar and Malini Puli, and take part in such an amazing event! Check out the organization's website at www.asha-jyothi.org for more information.

How to Make Tax-Smart 401(k) Withdrawals 09/16/2021

How to Make Tax-Smart 401(k) Withdrawals

This is why retirement planning and a solid strategy to create retirement income is so important. Please reach out if you’d like help with your planning.

How to Make Tax-Smart 401(k) Withdrawals Can I avoid paying taxes my 401(k) withdrawal? There are strategies you can use to minimize your tax burden. Learn how to make tax-efficient 401(k) retirement withdrawals.

Savings Plans for College — 6 Options to Consider 09/13/2021

Savings Plans for College — 6 Options to Consider

Reach out if you need some help figuring out the best savings plan for your family.

Savings Plans for College — 6 Options to Consider When it comes to setting up savings plans for college, the earlier you start the better. Here are 6 options to consider.

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next 09/07/2021

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next

Tips to help you and your budget before you restart your payments.

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next Repayment of student loans stays on pause through January 2022. Here’s what you can do to ease back into your payments.

4 Things to Buy in September — And 2 You Should Skip 09/02/2021

4 Things to Buy in September — And 2 You Should Skip

Expect to see a wide range of Labor Day sales and end-of-summer deals.

4 Things to Buy in September — And 2 You Should Skip Labor Day always brings a reliable range of sales in several different categories. Here are 4 things to buy in September and 2 you should skip.

What Is the Difference Between Budgeting and Financial Planning? 08/26/2021

What Is the Difference Between Budgeting and Financial Planning?

If you haven't started a financial plan yet, let’s talk.

What Is the Difference Between Budgeting and Financial Planning? What is the difference between budgeting and financial planning? Learn more about their key differences.

4 Pro Tips to Creating a Wedding Registry 08/24/2021

4 Pro Tips to Creating a Wedding Registry

Reach out if you need help organizing your wedding budget.

4 Pro Tips to Creating a Wedding Registry Wedding trends are changing, including creating a wedding registry. Learn some pro tips that help make creating a wedding registry easier for you and your guests.

How This Simple Formula Can Help You Maintain a Self-Care Routine 08/20/2021

How This Simple Formula Can Help You Maintain a Self-Care Routine

It helps you define what wellness looks like for you.

How This Simple Formula Can Help You Maintain a Self-Care Routine Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how you can make it work for you.

4 Money Habits That Will Help Keep Your Household Budget in Check 08/17/2021

4 Money Habits That Will Help Keep Your Household Budget in Check

If your budget changed a lot over the past year, let’s talk about how that could impact your financial plan.

4 Money Habits That Will Help Keep Your Household Budget in Check The pandemic helped a lot of Americans be better about their finances — but how do you keep it up? Here are 4 money habits that will help keep your household budget in check.

Timeline Photos 08/12/2021

Please join us in congratulating our Associate Wealth Management Advisor, Spencer Croft, on his most recent accomplishment: earning his Retirement Income Certified Professional, or RICP, designation! Spencer passed his third and final test this week after putting in a lot of hard work and dedication to the task. We are so proud of Spencer and his quest for knowledge and mastery in the field of financial planning. Way to go, Spencer!!

Please join us in congratulating our Associate Wealth Management Advisor, Spencer Croft, on his most recent accomplishment: earning his Retirement Income Certified Professional, or RICP, designation! Spencer passed his third and final test this week after putting in a lot of hard work and dedication to the task. We are so proud of Spencer and his quest for knowledge and mastery in the field of financial planning. Way to go, Spencer!!

Should You Keep Your Life Insurance in Retirement? 08/02/2021

Should You Keep Your Life Insurance in Retirement?

Life insurance can play an important role in a retirement income plan. Please reach out if you’d like to discuss your plan.

Should You Keep Your Life Insurance in Retirement? When the mortgage is paid and the kids are out of the house, it can be easy to wonder, do you need life insurance after 65? But there may be reasons to keep your policy.

5 Financial Goals These Couples Achieved After Scaling Back Their Weddings 07/22/2021

5 Financial Goals These Couples Achieved After Scaling Back Their Weddings

If you need help figuring out how to fund your financial goals, let’s talk.

5 Financial Goals These Couples Achieved After Scaling Back Their Weddings The coronavirus forced many couples to downsize their big day. Here’s what 5 couples did with their pandemic wedding cost savings.

What Is Residual Interest? 07/21/2021

What Is Residual Interest?

Knowing how it works can help you avoid an unexpected charge.

What Is Residual Interest? What is residual interest? It occurs when you carry a credit card balance from month to month.

Are Rising Prices Here to Stay, or Temporary? 07/19/2021

Are Rising Prices Here to Stay, or Temporary?

Prices are being driven higher by a combination of supply constraints and base effects.

Are Rising Prices Here to Stay, or Temporary? With the cost of many goods and services increasing, are rising prices here to stay? Here are some things to consider if rising prices, or inflation, is on your mind.

How Much Money Do You Need for Wealth Management Services? 07/14/2021

How Much Money Do You Need for Wealth Management Services?

Nearly anyone can benefit from financial planning, which we can do with no out of pocket cost to you. But as your wealth grows, additional wealth management services may make sense for you.

How Much Money Do You Need for Wealth Management Services? How much money do you need for wealth management services? It can depend on a variety of factors about your unique situation.

How the Pandemic Changed the Way Our Family Travels — for the Better 07/09/2021

How the Pandemic Changed the Way Our Family Travels — for the Better

For this mom, rethinking the family vacation was better for her stress (and her budget).

How the Pandemic Changed the Way Our Family Travels — for the Better Pandemic travel restrictions ended up changing the way we think about our family vacations — for the better. Here’s how COVID-19 changed the way our family travels.

4 Budget-Friendly DIY Home Decorating Ideas 07/09/2021

4 Budget-Friendly DIY Home Decorating Ideas

Giving your home a refresh doesn’t have to cost a fortune.

4 Budget-Friendly DIY Home Decorating Ideas If you’re looking to give your home a refresh, there are ways to keep costs down. Here are 4 easy home decorating ideas you can do on a budget.

4 Things to Buy in July — And 3 You Should Skip 07/09/2021

4 Things to Buy in July — And 3 You Should Skip

There are still plenty of summer deals to find this month.

4 Things to Buy in July — And 3 You Should Skip Even without Amazon Prime Day, shoppers can still find plenty of bargains this month. Here are 4 things to buy in July and 3 to skip.

5 Tips That Helped Us Save on Family Travel During the Pandemic 07/06/2021

5 Tips That Helped Us Save on Family Travel During the Pandemic

If you’re thinking of finally planning a family trip, these tips could help you save.

5 Tips That Helped Us Save on Family Travel During the Pandemic After a year in quarantine, this family finally decided to take a vacation. Here’s how they saved money on travel during the pandemic.

5 Ways to Improve Your Finances in July 07/06/2021

5 Ways to Improve Your Finances in July

Feel free to reach out if you’d like to discuss anything on this list.

5 Ways to Improve Your Finances in July Stay on track with your finances this summer. Here are 5 ways to improve your finances in July.

Timeline Photos 07/04/2021

Here’s to keeping it simple this holiday weekend. Happy #FourthOfJuly to my clients, friends, and family.

Here’s to keeping it simple this holiday weekend. Happy #FourthOfJuly to my clients, friends, and family.

5 Outdoor Travel Destinations to Consider in 2021 07/02/2021

5 Outdoor Travel Destinations to Consider in 2021

Let’s talk if travel is one of your goals.

5 Outdoor Travel Destinations to Consider in 2021 Ready to resume traveling? Consider these 5 outdoor travel spots for your next family vacation in 2021.

How to Find Last-Minute Travel Deals 07/01/2021

How to Find Last-Minute Travel Deals

It’s not too late to save on your next trip.

How to Find Last-Minute Travel Deals If you haven’t booked a trip yet, it’s not too late. Here’s how to save money on last-minute travel.

How to Switch Careers Without Experience 06/30/2021

How to Switch Careers Without Experience

You may not need to start from the bottom again if you follow these tips.

How to Switch Careers Without Experience If you’re looking to change industries, you might be wondering, how do I switch careers without experience? Here’s what experts have to say.

5 Steps for Creating a Monthly Family Budget 06/28/2021

5 Steps for Creating a Monthly Family Budget

If you need help setting up a structure to track your expenses, I can help.

5 Steps for Creating a Monthly Family Budget In busy families, budgeting can take a back seat. If you’re wondering, “how do I make a family monthly budget,” here are 5 steps to get your money on track.

What Is Wealth Management? 06/25/2021

What Is Wealth Management?

If you think it’s just about investing, you might be missing the bigger picture.

What Is Wealth Management? Wealth management is a term for the comprehensive planning you can get from financial advisors. But what is included in wealth management?

Timeline Photos 06/22/2021

ANNOUNCEMENT: Our very own associate wealth management advisor, Spencer Croft, is one step closer to being named a Retirement Income Certified Professional! Congrats on passing your second test, Spencer! We can't wait to add another RICP designation to the Dynamic Capital Planning team.

ANNOUNCEMENT: Our very own associate wealth management advisor, Spencer Croft, is one step closer to being named a Retirement Income Certified Professional! Congrats on passing your second test, Spencer! We can't wait to add another RICP designation to the Dynamic Capital Planning team.

Who We Are

At Dynamic Capital Planning, our mission is to create financial peace of mind for our clients by helping them grow, optimize, and protect what is important. Clients value our hands-on concierge planning experience because we provide clarity and simplicity where there is often confusion and chaos; our clients feel like family to us and become some of our closest friends.

We accomplish our mission by engaging in a comprehensive, multi-generational financial planning experience that clearly addresses the unique goals and objectives of the families and businesses we guide.

Videos (show all)

Why a Financial Plan Matters
See how one woman walked away from her dream job for the trip of a lifetime: “Life can change in an instant, and we didn...
Because your little ones are only little for so long. Here’s to a family vacation in 2018 they’ll never forget. #SpendLi...
When it comes to your children, you want only the best. We understand that — and we’re here to help. From opening a 529 ...
I love our new #SpendLifeLiving campaign and how it redirects us to focus on what is really important: Enjoying life to ...

Telephone

Address


10306 Eaton Pl, Ste 420
Fairfax, VA
22030

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 9am - 9pm
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