Privacy Policy

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to our consultation services, such as income ranges and financial goals
• Communication preferences and feedback about our services
• Payment information for subscription billing, processed securely through third-party payment providers

We use the information we collect to provide and improve our financial planning services in the following ways

• Delivering personalized financial consultations and guidance tailored to your specific situation
• Processing subscription payments and managing your account access and billing
• Communicating with you about appointments, service updates, and relevant financial information
• Improving our services through analysis of usage patterns and client feedback
• Complying with legal obligations and regulatory requirements in the financial services sector

Under applicable privacy laws, we process your personal information based on the following legal grounds

Primary Legal Basis: We process your data on the basis of consent for marketing communications and legitimate interest for service delivery

We may share your personal information in limited circumstances to provide our services and meet legal obligations

• With trusted service providers who help us deliver our platform and process payments securely
• When required by law, court order, or to protect our rights and the safety of our users
• With your explicit consent for specific purposes, such as referrals to other professional services

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security

Depending on your location, you may have the following rights regarding your personal information

• Right to access and receive a copy of the personal data we hold about you
• Right to request correction of any inaccurate or incomplete personal information
• Right to request deletion of your personal data under certain circumstances
• Right to request restriction of processing in specific situations
• Right to receive your data in a portable format or transfer it to another service provider
• Right to object to certain types of data processing, including marketing communications

We use cookies and similar technologies to enhance your experience on our website and analyze usage patterns

For detailed information about our cookie practices, please review our Cookie Policy Cookie Policy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children, and if we become aware of such collection, we will delete the information promptly

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes through email or prominent website notices

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us using the information below