Strategic Planning Corporation

What Strategic Planning Corporation does

Strategic Planning Corporation is a privately held Registered Investment Advisor (RIA) headquartered in Colfax, North Carolina, operating as a wealth coaching firm. It serves individual clients — primarily pre-retirees, retirees, and women seeking holistic financial guidance — through six integrated service modules: Income Tax and Cash Flow Planning, Investment Planning and Management, Financial Independence/Retirement Planning, Education Planning, Estate and Elder Law Planning, and Capital Needs and Risk Management/Insurance. The firm positions itself as a coach rather than a broker, insurance agent, or traditional planner, emphasizing consultative engagement and purpose-driven wealth building.

The firm's technology stack is built entirely on third-party integrations with established custodian and planning platforms — eMoney, Orion, Schwab, and Matson Money — which provide clients with account access, portfolio reporting, and retirement dashboards. It does not disclose any proprietary technology, AI/ML capabilities, patents, or in-house software development. Content and educational assets are a core part of the platform: an active Strategic Planning Podcast distributed across five major streaming platforms, 111+ blog entries, a four-part "One Big Beautiful Bill" webinar series, and a video series titled "A Different Way To Invest."

Strategic Planning Corporation generates revenue through recurring advisory fees on personalized wealth coaching and financial planning engagements, billed annually on a quote-based structure that is not publicly disclosed. Its go-to-market is sales-led and content-led, combining educational workshops, seminars, podcast-driven top-of-funnel marketing, and a dedicated online scheduling tool (talkstomike.com) for bottom-of-funnel consultation booking. The firm shows no disclosed funding, M&A, or leadership change activity, and operates within a single Southeast US geographic footprint, consistent with an owner-operated, founder-led advisory practice.

Name

Strategic Planning Corporation

Legal name

Strategic Planning Corporation

Website

https://spcinvesting.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

Strategic Planning Corporation is a privately held Registered Investment Advisor in Colfax, North Carolina, that provides wealth coaching and comprehensive financial planning to individual pre-retirees, retirees, and women across the Southeast United States.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Wealth coaching services
• Retirement planning
• Investment advisory
• Estate planning
• Financial planning

Headquarters

HQ city

Colfax

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Registered Investment Advisor providing personalized wealth coaching and financial planning services. Revenue is generated through advisory fees for comprehensive financial planning, investment management, retirement planning, and related services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Strategic Planning Corporation is a Wealth Coaching firm and Registered Investment Advisor that provides personalized financial planning, investment management, retirement planning, tax and cash flow planning, education planning, estate and elder law planning, and insurance/risk management services. The firm delivers these services through direct advisor-client relationships, supported by integrations with custodian platforms (eMoney, Orion, Schwab, Matson Money) for client account access and reporting.

Product overview

Strategic Planning Corporation is a wealth coaching firm offering a portfolio of financial planning services. The core offering consists of six integrated service modules: Income Tax and Cash Flow Planning, Investment Planning and Management, Financial Independence/Retirement Planning, Education Planning, Estate and Elder Law Planning, and Capital Needs and Risk Management/Insurance. The firm also provides specialized offerings including Strategic Planning for Women, an educational video series called 'A Different Way To Invest,' and a podcast series. A webinar series on the One Big Beautiful Bill Act is also offered as educational content. Clients access their accounts through integrations with Orion, Schwab, eMoney, and Matson platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Tax and Cash Flow Planning Tax optimization and cash flow management services to help clients manage their income and expenses effectively. Targeted at individuals and families seeking to improve after-tax wealth accumulation.
• Investment Planning and Management Strategic investment advisory services to build and manage wealth through diversified portfolios. Designed for clients seeking professional investment management alongside comprehensive financial planning.
• Financial Independence / Retirement Planning Comprehensive retirement planning services to help clients achieve financial freedom and security, including retirement income planning, Social Security optimization, and tax-efficient withdrawal strategies. Targeted at pre-retirees and retirees.
• Education Planning Planning services focused on funding education goals for families and children. Designed for parents and grandparents seeking strategies to fund future education expenses.
• Estate and Elder Law Planning Legacy and estate planning services to protect assets and ensure proper distribution. Targeted at individuals and families concerned with intergenerational wealth transfer and elder law matters.
• Capital Needs and Risk Management / Insurance Insurance and risk management planning to protect clients' financial security. Designed for clients seeking comprehensive risk assessment and insurance solutions within their financial plan.
• Strategic Planning for Women Specialized financial planning services tailored for women's unique financial situations and goals. Addresses scenarios where women previously deferred to spouses or need dedicated planning for longer lifespan, potential widowhood, and independent financial security.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Five partnerships are on record, tiered core and minor.

• eMoneycoreTechnology or IntegrationFinancial planning platform integration allowing clients to access their personalized retirement dashboard. eMoney provides the technological infrastructure for client financial planning and account management.
• OrioncoreTechnology or IntegrationPortfolio management and reporting platform integration providing clients with account access and portfolio reporting capabilities.
• SchwabcoreTechnology or IntegrationCustodian platform integration for client account access. Charles Schwab provides brokerage services and account management infrastructure.
• Matson MoneycoreTechnology or IntegrationInvestment platform integration providing clients with access to Matson Money's investment management services and account dashboard.
• Sharp Digital MarketingminorGTM or Marketing PartnerDigital marketing agency credited with website development and maintenance. Powers the firm's online presence and marketing infrastructure.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Buckingham Strategic Wealth: Buckingham Strategic Wealth is an RIA specializing in evidence-based financial planning, retirement income planning, and tax strategies. It is a direct peer because its advisor coaching-oriented, fee-only positioning and target client base closely mirror SPC's wealth-coaching model.
• Creative Planning: Creative Planning is a large independent RIA offering comprehensive financial planning, investment management, tax, and estate services to individuals and families. It is a directly comparable peer because it sells a similar six-pillar wealth-coaching style service suite to household clients, much like Strategic Planning Corporation.
• Carson Group: Carson Group supports a national network of independent financial advisors and provides wealth planning, investment, and coaching services to households. It is a direct peer because its advisor-led comprehensive planning model and emphasis on coaching and education closely parallel SPC's approach.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs offering comprehensive financial planning, retirement planning, and investment management to households. It is a direct peer because it competes for the same pre-retiree and retirement-focused households with a similar bundled service suite.
• Cetera Financial Group: Cetera is an independent advisor-focused wealth management firm offering financial planning, investment, and retirement services through a network of advisors. It is a direct peer because it serves the same independent advisor–led household planning market as SPC.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA providing comprehensive financial planning, investment management, retirement, tax, and estate planning. It is directly comparable to SPC because it operates a fee-only advisor model selling integrated planning modules to pre-retiree and retiree households.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer and RIA supporting advisor firms that deliver comprehensive financial planning and retirement advice. It is a direct peer because the advisors it supports target the same household client base and sell comparable planning modules.

Emerging players

• Personal Capital: Personal Capital (now part of Empower) is a digital wealth management platform combining planning tools, dashboards, and advisor-led wealth management services. It is an emerging peer because it competes for the same retirement-planning-focused household clients using a hybrid digital-plus-advisor model that overlaps SPC's positioning.

Broad incumbents

• Focus Financial Partners: Focus Financial Partners is a leading partnership of independent RIAs and wealth management firms across the US. It is a broad incumbent peer because it acquires and supports firms that operate in the same comprehensive household wealth advisory category as SPC, providing a strategic exit and growth channel for comparable firms.
• Fisher Investments: Fisher Investments is a large, well-known RIA managing portfolios primarily for high-net-worth individuals and retirees. It is a broad incumbent peer because it operates in the same investment advisory and retirement-income space but at much greater scale and with a portfolio-management emphasis rather than local coaching relationships.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubepodcasts.apple.com/us/podcast/strategic-planning-podcast/id1455850599
• Facebookfacebook.com/StrategicPlanningCorporation
• LinkedInlinkedin.com/company/strategic-planning-corporation

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Planning Corporation