What we're about

The Capital Area Financial Planning MeetUp is open to all who are interested in improving or getting their financial life in order. This is the place to connect, communicate, and collaborate with like-minded, financially oriented people and get help for areas where we’re struggling. Members from Northern Virginia, Washington DC, and Suburban Maryland will meet once a month to share and encourage one another in our Financial Planning Goals.

We meet face-to-face the Second Saturday of the month, over breakfast where we expand our networks, grow our business and help support each other in moving our Financial Goals and Futures to the next level.

All are welcome.

Male, Female, Married, Divorced, Single – Kids, no Kids – Business Owner or Employee. We each have something to share and contribute.

Our only requirement is that you want to be a part of a Financial Planning Community and that you are serious about learning and sharing your first-hand experiences so others can learn. We encourage open discussions on financial education along with creating and maintaining wealth, now and into the future.

Future meetings will include a Spotlight segment. This will be where the person or business sponsoring the meeting will get an opportunity to tell us about their business and how they can help members of the group with financial planning.

Topics to be discussed in the coming months might include:

• Credit Scores and Credit Repair
• Planning for Retirement
• Buying A House
• Caring for Elderly Loved Ones
• Getting A Mortgage
• Savings for College
• Reverse Mortgages
• Long Term Care – Insurance or Not?
• Life Insurance
• Downsizing
• Moving Abroad

Some months we will have a guest speaker on a particular topic. Other times we will meet and discuss and share ideas.
Quarterly Women Meeting – Each quarter women in the group will get together to discuss topics specific to them.

Each member is required to submit a photo so we will recognize and become familiar with who we're meeting with.

Looking forward to seeing you on the next Second Saturday Monthly Breakfast.

Capital Area Financial Planning – Strengthening Financial Futures!

Upcoming events (2)

Monthly Financial Breakfast

La Madeleine

Monthly Financial Breakfast

La Madeleine

Past events (2)

Budgeting and Investments


Photos (2)