1. Acceptance of these terms
By using csuiteplanning.com (the “Site”), you agree to these Terms of Use. If you do not agree, please do not use the Site.
C-Suite Planning™ is a registered trade name of Different Investments LLC (“Different Investments,” “we,” “us” or “our”), a registered investment adviser. Financial planning and investment advice are offered through Different Investments LLC. References to C-Suite Planning in these Terms mean Different Investments LLC doing business as C-Suite Planning.
2. Educational content only
Everything on the Site, including articles, newsletters, podcasts, masterclasses, eBooks, checklists and calculators, is provided for general educational purposes. It is not individualized financial, investment, tax, legal or insurance advice, and it does not consider your personal circumstances.
Using the Site, reading our content or contacting us does not create an advisory or client relationship. That relationship begins only when you and Different Investments LLC sign a written agreement.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no strategy can assure a profit or protect against a loss. Please consult qualified professionals about your specific situation before acting on anything you read here.
3. Registration and no offer or solicitation
Different Investments LLC and its investment adviser representatives may only discuss or transact business in states where the firm is properly registered or is excluded or exempted from registration. Registration does not imply a certain level of skill or training.
Nothing on the Site is an offer to sell, or a solicitation of an offer to buy, any security, product or service in any jurisdiction where that offer or solicitation would be unlawful. Our current Form ADV Part 2A, which describes our services and fees, is available on request and through the SEC’s Investment Adviser Public Disclosure website.
4. Calculators and planning tools
The calculators on the Site (mortgage, personal and car loan, compound interest, and retirement savings) are educational tools. Their results are hypothetical, depend entirely on the figures and assumptions entered, and do not reflect actual investment results or guarantee any future outcome.
Default assumptions, such as rates of return, inflation, withdrawal rates or salary growth, are examples only. They are not recommendations and may not be appropriate for you. Results do not account for taxes, fees or other costs unless stated. Please review your situation with a qualified professional before making any decision based on a calculator.
5. Masterclasses, podcasts, eBooks and third-party links
Masterclasses, podcasts, eBooks, checklists and newsletters are educational materials subject to Sections 2 and 4. Some are hosted or delivered by third parties, such as Vimeo for video and ActiveCampaign for landing pages and email. Your use of those services is also governed by their own terms and privacy policies.
The Site contains links to websites operated by third parties, including our affiliated and partner firms. These links will take you away from the Site. Different Investments LLC does not guarantee the accuracy or completeness of information on those sites, and a link is not an endorsement. The third party’s privacy and security policies may differ from ours.
6. Communications and forms
When you submit a form, subscribe to our newsletter, register for a masterclass or book a Discovery Meeting, you agree that we may contact you by email or phone about your request. You may unsubscribe from marketing emails at any time using the link in each message.
Please do not send account numbers, Social Security numbers or other sensitive information through Site forms or unencrypted email. We cannot accept trading instructions or time-sensitive requests through the Site or by email, and messages sent to us are not acted on until a team member confirms receipt.
You agree that notices and communications we send electronically satisfy any requirement that they be in writing. Electronic communications may be retained and reviewed as required by securities regulations.
7. Intellectual property
The Site and its content, including text, graphics, calculators, videos, logos, and the names C-Suite Planning™, Planning for a Better Future Starts Today™, the Pillar Planning Process™, The Entrepreneurs Adviser™, My Divorce Planner™, Every Bit Special™ and Value Creators United™, are owned by Different Investments LLC or its licensors and are protected by copyright and trademark law.
You may view, download and print content for your personal, non-commercial use, and share links to it. You may not copy, modify, republish, sell or create derivative works from Site content without our written permission.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. Other names and marks belong to their respective owners.
8. Acceptable use
You agree not to use the Site for any unlawful purpose or in violation of these Terms; attempt to gain unauthorized access to the Site, its servers or any connected system; upload or transmit malware, spam or any code designed to disrupt the Site; scrape, harvest or collect content or personal information from the Site by automated means without our permission; or impersonate any person or misrepresent your affiliation with anyone.
We may suspend or block access to the Site at any time, for any reason, including to protect the Site’s security.
9. Privacy
C-Suite Planning is a trade name of Different Investments LLC, so information collected through the Site is governed by our Privacy Policy. By using the Site, you acknowledge that policy. Information you provide as a client is also governed by your advisory agreement and our privacy notice to clients.
10. Disclaimers, limitation of liability and indemnification
The Site and its content are provided “as is” and “as available.” Content is developed from sources believed to be accurate, but we do not warrant that it is accurate, complete or current, or that the Site will be uninterrupted or free of errors or harmful components.
To the fullest extent permitted by law, Different Investments LLC and its officers, employees and representatives will not be liable for any indirect, incidental, consequential or special damages arising from your use of, or inability to use, the Site or its content, including calculators and educational materials.
Nothing in these Terms waives or limits any right you may have, or any duty we owe, under federal or state securities laws.
You agree to indemnify Different Investments LLC against claims arising from your misuse of the Site or your violation of these Terms.
11. General terms and contact
Governing law. These Terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-law rules. Any dispute will be brought in the state or federal courts located in Loudoun County, Virginia.
Changes. We may update these Terms at any time by posting a new version on this page. The date below shows when they last changed. Continued use of the Site means you accept the updated Terms.
Severability. If any part of these Terms is found unenforceable, the rest remains in effect.
Entire agreement. These Terms and our Privacy Policy are the entire agreement between you and us about your use of the Site. Any advisory relationship is governed by its own written agreement.
Contact. Different Investments LLC, doing business as C-Suite Planning™, 44679 Endicott Drive, Suite 301, Ashburn, Virginia 20147. Phone 877-501-4796.
Last updated: September 30, 2026