Privacy Policy

Personal Information You Provide

• Contact information such as name, email address, phone number, and mailing address
• Financial information relevant to our consultations, including income, assets, and financial goals
• Communication preferences and any additional information you choose to share with us

• To provide personalized financial planning consultations and services
• To communicate with you about your account, appointments, and service updates
• To improve our services and develop new offerings based on client needs
• To comply with legal obligations and regulatory requirements

We process your personal data based on several legal grounds, depending on how you interact with our services.

We process your data on the basis of consent, legitimate interest, and contractual necessity.

We respect your privacy and do not sell your personal information. We may share your information only in the following circumstances:

• With trusted service providers who assist us in delivering our services, under strict confidentiality agreements
• When required by law, regulation, or legal process
• To protect our rights, privacy, safety, or property, or that of our clients or others

You have several rights regarding your personal information, depending on your location and applicable privacy laws.

• Right to access the personal information we hold about you
• Right to request correction of inaccurate or incomplete information
• Right to request deletion of your personal information under certain circumstances
• Right to receive your data in a portable format
• Right to object to certain types of data processing

We use cookies and similar technologies to enhance your browsing experience and provide personalized services.

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

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.

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Our services are not directed to individuals under the age of majority in their jurisdiction. We do not knowingly collect personal information from minors.

18+ only

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website and updating the effective date.

If you have questions about this Privacy Policy or our privacy practices, please contact us using the information provided below.