Privacy Policy and Data Protection

Personal Information You Provide

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to our consultations, such as income ranges, financial goals, and current financial situation
• Communication preferences and consultation scheduling information
• Feedback, questions, and other information you share during our consultations and interactions

Automatically Collected Information

• Device and browser information, IP address, and general location data
• Website usage patterns, pages visited, and interaction with our content
• Cookies and similar tracking technologies as described in our Cookie Policy

We use the information we collect for several important purposes related to providing and improving our services:

• Providing personalized financial planning consultations and ongoing support services
• Communicating with you about your consultation sessions, scheduling, and service updates
• Improving our services based on feedback and usage patterns to better serve your needs
• Ensuring the security and proper functioning of our website and consultation platforms
• Complying with legal obligations and protecting our legitimate business interests

We process your personal data based on the following legal grounds under applicable privacy laws:

Primary Legal Basis: We process your data based on your consent for our services and our legitimate business interests in providing financial planning consultations while respecting your privacy rights.

We may share your information in limited circumstances to provide our services effectively and comply with legal requirements:

• With trusted service providers who help us operate our business, such as scheduling systems and communication platforms
• When required by law, legal process, or to protect the rights and safety of our clients and business
• In connection with a business transaction, such as a merger or sale, where your information may be transferred as part of the assets
• With your explicit consent for specific purposes you've approved

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 various rights regarding your personal information:

• Access your personal data and understand how we process it
• Correct or update inaccurate or incomplete personal information
• Request deletion of your personal data where legally permissible
• Object to or restrict certain types of data processing
• Request data portability for information you've provided to us
• Withdraw consent where our processing is based on your consent

We use cookies and similar technologies to enhance your website experience and understand how you interact with our services.

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

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. When data is no longer needed, we securely delete or anonymize it.

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it promptly.

Professional financial planning consultations designed to help you navigate your financial journey with confidence and clarity.: Professional financial planning consultations designed to help you navigate your financial journey with confidence and clarity.

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes through our website or direct communication.

Questions About Privacy