Ultra-high-net-worth families – worth at least $25 million – are similar to “regular-net-worth” families: they want their values and traditions to live on; and they want the best for their kids. No one created a model for the “down to earth-net-worth” families of Northern Virginia to put these systems in place. Until now.
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.