Privacy Policy

Personal Information You Provide

• Contact details (name, email address, phone number, mailing address)
• Financial information shared during consultations (assets, income, goals)
• Communication preferences and consultation scheduling information

Information Collected Automatically

• Website usage data, IP address, browser type, and device information
• Cookies and similar tracking technologies for website functionality
• Page views, time spent on site, and navigation patterns

We use your personal information for the following purposes:

• Providing financial planning consultation services and support
• Communicating with you about appointments, services, and updates
• Improving our website functionality and user experience
• Complying with legal obligations and protecting our legitimate interests

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

Primary Legal Basis: We process your data based on consent for marketing communications and legitimate interest for providing requested services

We may share your personal information in the following limited circumstances:

• With service providers who assist us in delivering our services (subject to confidentiality agreements)
• When required by law, regulation, or legal process
• To protect our rights, property, or safety, or that of our clients or others

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is 100% secure, and we cannot guarantee absolute security.

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

• Access to your personal data and information about how it's processed
• Correction of inaccurate or incomplete personal data
• Deletion of your personal data under certain circumstances
• Restriction of processing in specific situations
• Withdrawal of consent for processing based on consent

We use cookies and similar technologies to enhance your website experience and analyze usage patterns. You can control cookie preferences through your browser settings.

For detailed information, please see 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 under 18. If we become aware of such collection, we will take steps to delete the information promptly.

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes by posting the updated policy on our website with a new "Last Updated" date.

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