Privacy Policy

We collect information that you provide directly and information gathered automatically during your website use:

• Contact information including name, email address, and phone number
• Financial information relevant to our planning services
• Communication preferences and service requirements
• Technical information such as IP address and browser type

Your information helps us provide better services:

• Delivering personalized financial planning consultations
• Communicating about our services and your account
• Improving our website and service offerings
• Complying with legal and regulatory requirements

We process your personal data based on the following legal grounds:

Primary Legal Basis: We process your data based on consent and legitimate business interests

We may share your information in limited circumstances:

• With service providers who assist in delivering our services
• When required by law or regulatory authorities
• With your explicit consent for specific purposes

We use cookies to enhance your experience and analyze website usage patterns

For detailed information, please review our Cookie Policy Cookie Policy

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction

You have several rights regarding your personal information:

• Access and review the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Request deletion of your personal information under certain circumstances
• Object to or restrict certain processing activities
• Data portability where technically feasible

We retain your information only as long as necessary for the purposes outlined in this policy or as required by applicable laws

Our services are intended for adults, and we do not knowingly collect information from minors

18+ only

We may update this privacy policy to reflect changes in our practices or applicable laws. Last updated: August 30, 2025

Ready to take control of your financial future? We'd love to discuss how our personalized approach can help you achieve your goals.