Succession Planning Academy
C2 delivers a family office experience for every C2 family. Our next-generation program pairs education with execution by integrating tax, estate, and financial planning, so clients can confidently navigate major financial decisions at every stage of life, from first paychecks to first homes, equity compensation to estate plans, and income to inheritance.
Our team will start you off on the path toward financial empowerment with a roadmap to retirement.
C2 Private Wealth delivers a family office experience for high-net-worth families, bringing education, financial planning, estate strategy, and tax efficiency together in one place. We serve as a single, trusted resource for your full financial life, so every decision is coordinated, intentional, and aligned with your long-term goals. This is not a passive program. Through this program, you’ll also have C2's knowledge and experience at your fingertips to help guide you through major life events and avoid the mistakes most 20-, 30-, 40-, and 50-year old’s make.
SPAcademy Program Outline
- Initial Fact Finding Meeting
- Plan Delivery Meeting (including Retirement Glidepath):
This includes retirement account contribution strategies, recommended amount of savings to accomplish your goals, investment and allocation strategies for employer retirement plans, proper beneficiary designations, analysis of term insurance needs, college savings recommendations, consumer debt coaching and access to our trusted partners and professionals.
- Estate Planning Onboarding
- Tax Onboarding
- Access to our Succession Planning Academy Knowledge Base
- Annual Review to Assess Progress and Life Changes
- Generational Alignment Planning
Rules of Engagement:
Our program includes the delivery of a personalized retirement glidepath, annual reviews, estate planning document creation, annual CPA-led tax planning and preparation, and ongoing education and coaching. As your financial life becomes more complex or you approach retirement, we will recommend transitioning into our full client experience for more comprehensive planning and support.
Program Pricing:
Initial Enrollment (One-Time Fee):
- $3,000 — for 1 child
- $5,500 — for 2 children
- $7,500 — for 3 children
Ongoing Annual Fee (Starting Year 2):
- $1,500 per child, regardless of the number of children
Please refer to the Financial Consulting Agreement for additional Plan details and related fees.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.