Privacy Policy

Last updated: 2025-10-01

We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or engage with our services.

Information We Collect

Personal details you voluntarily provide (name, email address, phone number, etc.).

Information you submit through contact forms, newsletter sign-ups, or booking a call.

Non-personal data collected automatically (cookies, IP address, browser type, etc.).

How We Use Your Information

To respond to your inquiries and provide requested services.

To communicate with you about financial planning services, updates, or resources.

To improve our website, marketing, and client experience.

To comply with legal or regulatory obligations.

Sharing Your Information

We do not sell or rent your personal information. We may share limited data with trusted third-party providers who help us operate our business (e.g., scheduling software, email service providers). These providers are required to safeguard your data.

Data Security

We use appropriate administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.

Your Rights

You have the right to:

Access, update, or request deletion of your personal information.

Withdraw consent to receive marketing emails at any time.

To exercise these rights, please contact us at: [email protected].

Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated “last revised” date.