Effective date: September 30, 2026
Different Investments LLC, doing business as C-Suite Planning™ (“C-Suite Planning,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy describes how we collect, use, disclose, and protect personal information when you visit www.csuiteplanning.com (the “Site”), submit information through the Site, subscribe to communications, or otherwise interact with us in connection with the Site.
This Privacy Policy primarily addresses information collected through our public-facing Site and related marketing and business-development activities. Additional terms, privacy notices, engagement agreements, professional obligations, and applicable laws may govern information we receive in connection with services we provide to clients.
1. Information We Collect
We may collect personal information directly from you, automatically when you use the Site, and from service providers that support our business.
Information you provide to us. When you submit a contact form, request a Discovery Meeting, request an eBook or checklist, subscribe to communications, or otherwise contact us, we may collect information such as:
- name;
- email address;
- telephone number;
- company or organization name;
- general information about your planning needs;
- information contained in communications you send us; and
- other information you voluntarily provide.
Please do not submit Social Security numbers, bank-account credentials, tax returns, tax documents, payment-card information, or other sensitive financial information through ordinary website forms or email unless we specifically instruct you to do so through an appropriate secure method.
Clients may be provided separate secure systems or procedures for transmitting sensitive information.
Information collected automatically. When you use the Site or interact with our electronic communications, we and our service providers may automatically collect information such as:
- IP address;
- browser and device information;
- operating system;
- approximate geographic location derived from IP address;
- referring and exit pages;
- pages viewed and links selected;
- date, time, and duration of visits;
- website interaction information; and
- information concerning delivery, opening, and interaction with emails.
We may collect this information through cookies, pixels, tags, server logs, security technologies, and similar tools.
Information from service providers. We may receive information from vendors supporting our website, analytics, marketing, communications, scheduling, security, and customer-relationship-management activities. For example, our marketing systems may associate website activity with an existing contact record where technically permitted.
2. How We Use Personal Information
We may use personal information to:
- respond to inquiries and requests;
- schedule meetings and Discovery Meetings;
- provide requested assessments, materials, or information;
- evaluate whether our services may be appropriate for a prospective client;
- provide proposals and pricing;
- operate, maintain, secure, and improve the Site;
- analyze Site usage and marketing effectiveness;
- communicate with clients, prospects, subscribers, and other business contacts;
- send newsletters, educational materials, service information, event information, and marketing communications;
- detect, investigate, and prevent fraud, abuse, unauthorized access, and cybersecurity threats;
- maintain business and compliance records;
- establish, exercise, or defend legal claims;
- comply with applicable legal, regulatory, professional, and contractual obligations; and
- carry out other purposes disclosed when the information is collected or with your direction or consent.
We do not use solely automated decision-making to make decisions that produce legal or similarly significant effects concerning Site visitors.
3. Cookies and Similar Technologies
We may use cookies and similar technologies to operate the Site, understand Site usage, protect the Site, and support marketing and communications.
The technologies we use may include:
| Category | Purpose | Examples |
|---|---|---|
| Essential and security | Operate and protect the Site, prevent abuse, and maintain functionality | Hosting provider, Wordfence and website technologies |
| Analytics | Understand traffic, visitor behavior, and Site performance | Google Analytics |
| Communications and marketing | Manage forms, contacts, email campaigns, and interaction data | ActiveCampaign |
| Advertising | Measure marketing effectiveness and show relevant ads to people who have visited the Site | Meta Pixel, LinkedIn Insight Tag |
Google Analytics. We use Google Analytics to help understand how visitors interact with the Site. Google may process information collected through its technologies subject to Google’s applicable terms and privacy practices.
ActiveCampaign. We use ActiveCampaign for certain customer-relationship-management, form, email, and marketing activities. Depending on configuration and your interactions with us, ActiveCampaign may associate website visits or email activity with an existing contact record.
Cookie and browser controls. You may be able to control or delete cookies through your browser settings. Blocking certain technologies may affect some Site functionality.
Where applicable law requires us to recognize a legally valid browser-based opt-out preference signal or other universal opt-out mechanism, we will process qualifying signals as required by applicable law.
Advertising technologies. We use advertising technologies, such as the Meta Pixel and LinkedIn Insight Tag, to measure the effectiveness of our marketing and to show relevant advertising to people who have visited the Site.
4. How We Disclose Personal Information
We may disclose personal information to vendors and service providers that perform functions on our behalf, subject to applicable contractual, confidentiality, security, and legal requirements.
These may include:
| Provider or Category | General Function |
|---|---|
| DreamHost | Website hosting and infrastructure |
| ActiveCampaign | Forms, CRM, email, and marketing |
| Website analytics and related technology services | |
| Microsoft | Business communications and productivity services |
| Wordfence | Website and cybersecurity services |
| Professional advisers | Legal, accounting, insurance, compliance, or similar professional support, where appropriate |
We may also disclose information:
- when required or permitted by law;
- in response to lawful legal process;
- to investigate fraud, cybersecurity incidents, abuse, or violations of our rights;
- where reasonably necessary to protect the rights, safety, property, or security of C-Suite Planning or others;
- in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar corporate transaction;
- with your consent or at your direction; or
- as otherwise disclosed when the information is collected.
We do not sell personal information for monetary consideration.
Whether a particular disclosure constitutes a “sale,” “sharing,” “targeted advertising,” or similar activity under a particular state privacy law depends on the applicable law and the technologies and vendors we use. Where applicable law provides a right to opt out of such processing, we will provide the required method for exercising that right.
5. Email and Marketing Communications
We may send communications concerning our services, educational materials, events, news, or other matters that may be relevant to our clients, prospects, subscribers, and business contacts.
You may unsubscribe from marketing emails at any time by using the unsubscribe mechanism included in the communication or by contacting us at support (at) csuiteplanning.com.
We will process opt-out requests in accordance with applicable law. An unsubscribe request does not prevent us from sending non-marketing communications, including communications relating to an existing engagement, a transaction, security, compliance, or a request you initiated.
Our commercial email practices are intended to comply with applicable requirements concerning sender identification, mailing-address disclosures, and opt-out rights.
6. Data Retention
We retain personal information for periods reasonably necessary for the purposes for which it was collected, including to:
- maintain business and client records;
- provide services and respond to requests;
- maintain appropriate accounting, tax, and compliance records;
- comply with legal and professional obligations;
- resolve disputes;
- enforce agreements;
- protect against fraud and cybersecurity threats; and
- establish, exercise, or defend legal rights.
Retention periods vary depending on the nature of the information, our relationship with the individual, applicable legal requirements, and legitimate business needs.
When information is no longer reasonably required, we may delete, anonymize, or otherwise dispose of it consistent with applicable requirements and our records-retention procedures.
7. Information Security
We maintain administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, acquisition, loss, misuse, alteration, or disclosure.
Our safeguards may include access controls, authentication measures, encryption where appropriate, employee or contractor confidentiality requirements, security monitoring, vendor-management practices, backups, and other controls appropriate to the nature of the information and our operations.
No system, electronic transmission, or method of storage can be guaranteed to be completely secure.
If a security incident involving personal information occurs, we will evaluate and address notification and other obligations under applicable law.
8. Privacy Rights
Depending on your state or country of residence and applicable law, you may have rights concerning your personal information, which may include the right to:
- request access to certain personal information;
- request correction of inaccurate information;
- request deletion of certain information;
- obtain information about categories of information processed or disclosed;
- obtain a portable copy of certain information;
- opt out of certain targeted advertising, sales, sharing, or profiling;
- withdraw consent where processing is based on consent;
- appeal certain decisions concerning privacy requests; and
- exercise privacy rights without unlawful discrimination.
These rights are subject to the definitions, exceptions, thresholds, and limitations of applicable law and therefore may not apply in every circumstance.
To submit a privacy request, contact:
Email: support (at) csuiteplanning.com
Telephone: 877-501-4796
We may take reasonable steps to authenticate your identity before processing a request. Where permitted by law, an authorized agent may submit certain requests on your behalf, and we may require appropriate evidence of authorization.
If applicable law provides a right to appeal our response to a privacy request, instructions for making an appeal will be included with our response or otherwise made available to you.
9. Client and Prospective-Client Information
When C-Suite Planning performs financial planning, investment advisory, or other professional services, we may receive financial, tax, investment, insurance, estate, family, employment, and other confidential personal information.
Such information may be governed by:
- the applicable engagement agreement;
- professional confidentiality obligations;
- contractual requirements;
- federal and state privacy and security laws;
- tax-information confidentiality requirements; and
- other laws or regulations applicable to the particular engagement.
Accordingly, this website Privacy Policy is not intended to replace any client-specific privacy notice, engagement terms, statutory privacy notice, information-security requirement, or other obligation that independently applies to client information.
Clients should transmit sensitive documents and credentials only through secure methods approved by C-Suite Planning.
10. Children’s Privacy
The Site is intended for business and professional audiences and is not directed to children.
We do not knowingly solicit personal information through the Site from children under 16. If you believe a child has provided personal information to us through the Site, please contact us so that we can evaluate and address the matter appropriately.
11. Third-Party Websites and Services
The Site may contain links to websites, platforms, client portals, social networks, scheduling systems, or other services operated by third parties.
We do not control the privacy or security practices of independent third parties. Information you provide directly to those services is governed by their applicable terms and privacy practices.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technologies, legal requirements, or other circumstances.
When we update the Privacy Policy, we will revise the effective date above. Where required by applicable law, we will provide additional notice or obtain consent regarding material changes.
13. Contact Us
For questions about this Privacy Policy or requests concerning personal information, contact:
Different Investments LLC, doing business as C-Suite Planning™
44679 Endicott Drive, Suite 301
Ashburn, Virginia 20147
Email: support (at) csuiteplanning.com
Telephone: 877-501-4796