Resources & FAQs
Commonly asked questions and ways to get in touch.
If market conditions change, should I adjust my saving/investing?
No. Your Glidepath is built as a long-term plan. Short-term market fluctuations, headlines, or outside opinions should not cause you to deviate from the strategy.
When should I contact you about potential plan changes?
Please contact us if there is a material life change including: job change, significant health changes, plans to relocate, changes in marital status, and/or a new child.
You have access to our team to discuss life events that meaningfully impacts your savings, taxes, or long-term goals.
Should I contact my advisor or another member of the team?
At C2, we operate as a collective team rather than individual advisors. The professional you initially met with represents the broader team supporting your Glidepath.
For the most efficient response to SPAcademy or Glidepath inquiries, please email spacademy@c2privatewealth.com rather than contacting a specific team member. This ensures your question reaches the appropriate source quickly.
How often will my Glidepath be reviewed or adjusted?
You will have an annual review with amember of our team to assess progress and determine whether any assumptionsneed to be updated.
Of course, your plan is not static. If a life event occurs between annual reviews, we encourage you toreach out so we can evaluate whether adjustments are appropriate.
Resources
Question for SPAcademy? spacademy@c2privatewealth.com is always available for when you have questions or life events and need support.
Estate Planning: We are starting all SPAcademy clients on Wealth.com. Should you need more support, we will help connect you to preferred attorneys in the state you live.
C2 CPAs: They will reach out to you to get started, but you can always reach out to them at taxes@c2cpas.com
Mortgage Specialist: Michael Sparks
(Michael.sparks@myccmortgage.com) is a good resource for any mortgage related questions and/or services
