Most people want to know the "secrets of wealth" but like most things in life, the "secrets" lie within yourself. Financial planning is life planning. And who's life matters the most when doing that planning? Yours. Whenever I am introduced to a new client or audience, I share with them the ABC's of Financial Planning. "A" is for "Answering the Elephants" in the room. And the elephants are the questions you are too afraid to ask.
FAIRFAX, VA circa 1997 - 20 years ago, I was just graduating from George Mason University with a degree in accounting, ready to one day to take the CPA exam. I was full of ghost stories about how difficult the CFP® exam was. I heard it was "full of math," divided into 10 sections and even for an accounting graduate - admittedly, I wasn't the top of my class - entirely too hard to even consider. What I didn't know was the CFP® exam was in my future.
DALLAS, TX - On Tuesday , August 29th, I had the pleasure of moderating the "Diversifying Your Service Model" breakout session for the 2017 XY Planning Network. As a member of XYPN and their Advisory Committee, one of the things I like most about the organization is their commitment to serving the next generation f advisers, who in turn serve Generation X and Y. At this panel, we spoke about the ways we could serve clients at various stages of wealth development.
"Free Consultation Friday" calls are offered to the public by appointment, as a vehicle for getting that one answer to a financial question you've been too embarrassed to ask friends, family or even your current financial advisor.
Discussing the challenges facing Tysons Corner and its quest to become America's Next Great City*
The evolution of Tysons Corner, from suburban office park to urban office park to mixed-use mecca, remains in full swing with 25 million square feet of office space and 50 million square feet of mixed-use space in the development pipeline.