Built by founders and executives, for founders and executives.
C-Suite Planning is a personal financial planning firm for founders, executives and their families. We started it because the planning these clients need was rarely the planning they got.
Our team’s credentials and licenses
A registered investment adviser
Our story.
C-Suite Planning was born from an idea in 2016, after our founders spent more than a decade at large investment firms.
Again and again they watched clients reach the moments that change everything: building significant wealth, taking on new income streams, selling a company, going through a divorce, raising a child with special needs. Those clients turned to their advisors for direction, and too often the advisors weren’t trained or equipped to help.
So our founders built a firm, and a set of planning processes, around the people with the most complex needs, across the four areas large firms most often got wrong.
How most firms plan
How we plan
Who we serve.
Founders and entrepreneurs, the root builders who laid the foundation and may one day sell it. Executives, the leaders building the founder’s vision. And the families both are building for.
Every founder is an executive too. What sets our clients apart isn’t the size of their accounts; it’s the complexity of their lives.
Why we serve.
We started with a simple mission: help as many people as we can. Working with clients showed us that two groups, founders and executives, were consistently underserved.
So the mission changed to one we still hold: simplify the financial lives of those with the most complex planning needs.
You’re not a tier. We build relationships, not tiers, and every client works with a primary point of contact supported by the wider C-Suite Planning team.
What we stand for.
Three values shape every client relationship.
Continuous learning
The day we stop learning is the day we stop being useful. Our team keeps building on its degrees, credentials and licenses, including an MBA, the CFP® certification and the Series 65, so our advice keeps pace with your life.
Transparency
Choosing a planner is hard when every option sounds the same. We explain what we recommend and why, what it costs, and what you can expect from us, before you commit to anything.
Integrity
If we can’t add value, we’ll be the first to say we’re not the right fit. We’re clear about how we work, the fees you pay and the services you receive, and we act in your best interest.
Questions we hear
Who will I work with?
You’ll have a primary point of contact, supported by other members of our team depending on the services you need.
How are you paid?
By the engagement you choose: a flat fee, a 12-month subscription or an hourly rate, set out in writing before any work begins. See ways to work with us.
Where are you located?
Our office is at 44679 Endicott Drive, Suite 301, in Ashburn, Virginia. We work with clients in the states where Different Investments LLC is registered or exempt from registration.
What is Different Investments LLC?
C-Suite Planning™ is a registered trade name of Different Investments LLC, a registered investment adviser, which offers our financial planning and investment advice.
Let’s build your plan.
A Discovery Meeting is complimentary and carries no obligation.