ENGAGEMENT. TRUST. TRANSPARENCY. Financial planning to improve your lifestyle...
it's what we do!
Our mission is to help improve the lives of our clients and impact our
community through engagement, trust, and transparency.
All of the endorsements and/or client testimonials posted on this website are unpaid and unsolicited. The experiences and views shared by the reviewers do not necessarily represent the perspectives of all clients. Any reviewer discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
What does the term “Financial Planning” mean for me?
It used to be that a “financial planner” was someone who simply managed your investments. Well, times have changed, and we at Financial Dynamics & Associates think our clients deserve more. We help organize and simplify the complex by providing financial planning for all of life’s needs including retirement, investments, taxes, estate and insurance.
Located in Midlothian, Virginia, we serve the surrounding Richmond metro area. We partner with individuals and their families to create customized financial and lifestyle management plans that help them feel confident about living life to its fullest.
Get Started in
4 Easy Steps
We understand the clients who hire us are busy people! Between career, family and service, they just don’t have a lot of time left over. That is why we have made the steps to work with us straightforward and simple.
01. SCHEDULE
Arrange a call with us to discuss your situation. We are excited to meet you and learn about your goals! There is no homework prior to your call; we will take it from here!
02. ENVISION
We’ll meet in person to discuss your goals and concerns in more detail. We’ll share how we can help you and together decide whether we should move forward.
03. STRATEGY
We’ll collaboratively review your overall financial and lifestyle plan, helping you streamline goals, cover areas for improvement and simplify your finances.
04. IMPLEMENT
Working together, we will help implement your financial and investment recommendations. We will set a customized contact schedule to make sure your plan and life stay in sync.
As Seen On
Welcome to Wright Money Tips! Join Isaac Wright, CFP®, ChFC® and his guests for a bi-weekly show as they discuss current topics pertaining to personal finance and lifestyle planning. You may recognize Isaac through his radio show on WRVA that ran close to 10 years. He has also been a past contributor to various media outlets including CBS, The Richmond Times Dispatch and Kiplinger just to name a few. Take a listen and subscribe today to receive notifications on new episodes, our custom newsletter and even upcoming events!
