Succession Planning Academy Program
Your Glidepath Toward Wealth, Wisdom, and What's Next
Our team will start you off on the path toward financial empowerment with a roadmap to retirement.
We can help you navigate the complexities of personal finance and and support your efforts as you assist your parents through the aging process.
Our Firm is a family office for high-net-worth families. Our program goes beyond traditional financial advice, offering a holistic approach to long-term planning through four key pillars: education, finances, estate planning, and tax efficiency. To get the most out of this program, you will need to be an active participant - continuously learning, implementing recommendations, and using the resources available to you. 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
Enrollment Expectations
- Those who are interested in participating in SPAcademy must enroll by filling out the Interest Form
- After submitting the Interest Form, you and your parents will receive the registration form
- Once the registration form is completed our team will reach out to schedule your first meeting with an advisor
- Initial fact finding meeting
- Plan Delivery Meeting to Include Retirement Glidepath:
a. Retirement Account contribution strategies
b. Recommended amount of savings to accomplish your goals
c. Investment and allocation strategies for employer retirement plans
d. Proper beneficiary designation
e. Analysis of term insurance needs
f. College savings recommendations
g. Consumer debt coaching
h. Access to our trusted partners and professionals
- Access to Wealth.com to draft estate planning documents
- Onboard with C2's CPA firm to ensure tax efficiencies and filing
- Access to SPAcademy education portal along with C2's online recordings: Radio, TV Shows, Whitepapers and Rundowns
- An annual Plan review to assess progress/life changes
- Generational Alignment Planning
Rules of Engagement:
This Agreement includes the delivery of the Retirement Glidepath, annual reviews, estate planning document creation, CPA tax planning and prep, and continued education and coaching.
As you progress and approach greater accumulated wealth and/or are within 10 years of retirement we will recommend that you attend a full class and become a client.
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.