Privacy Policy and Data Protection

This privacy policy explains how we collect, use, and protect your personal information when you use our financial planning subscription services.

Information We Collect

We collect information necessary to provide our financial planning services

• Contact details including name, email, phone number, and address
• Financial information disclosed during consultation sessions
• Communication records and consultation notes
• Payment and subscription management information

How We Use Your Information

We use collected information for the following purposes

• Providing personalized financial planning consultations
• Managing your subscription and billing
• Communicating about your account and services
• Improving our services and customer experience

Legal Basis for Processing

We process your personal data based on the following legal grounds

Data Sharing and Disclosure

We may share your information in limited circumstances

• With service providers who help us deliver our services
• When required by law or legal proceedings
• To protect our rights and prevent fraud

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Privacy Rights

You have several rights regarding your personal data

• Right to access your personal information
• Right to correct inaccurate data
• Right to request deletion of your data
• Right to data portability
• Right to object to processing

Cookies and Tracking

We use cookies to improve your website experience and analyze usage patterns.

For detailed information, please see our Cookie Policy

Data Retention Period

We retain your personal information for as long as necessary to provide services and comply with legal obligations, typically 7 years after service termination.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from minors.

Policy Changes

We may update this privacy policy periodically. We'll notify you of significant changes via email or website notification.

Questions About This Disclaimer

Contact us for clarification on any disclaimer provisions before engaging our services.