Privacy Policy

Information We Collect

We collect information necessary to provide our consultation services effectively

• Contact details including name, email address, phone number, and mailing address
• Financial information relevant to consultation services, such as income ranges and financial goals
• Communication records from consultations, emails, and service interactions
• Technical information like IP address, browser type, and website usage data

How We Use Your Information

Your information is used solely to provide and improve our consultation services

• Delivering personalized financial planning consultation services
• Scheduling appointments and maintaining communication about your consultations
• Improving our services based on client feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data based on legitimate legal grounds

Data Sharing and Disclosure

We limit data sharing to essential service providers and legal requirements

• Service providers who assist in delivering our consultation services under strict confidentiality agreements
• Regulatory authorities when required by law or financial services regulations
• Legal proceedings where disclosure is mandated by court order or legal process

Data Security Measures

We implement robust security measures including encryption, secure servers, access controls, and regular security audits to protect your personal information from unauthorized access, alteration, or disclosure.

Your Privacy Rights

You have several rights regarding your personal information under applicable privacy laws

• Right to access and receive a copy of your personal information
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal information under certain circumstances
• Right to receive your data in a portable format for transfer to another service
• Right to object to processing based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to enhance website functionality and analyze usage patterns

Detailed information is available in our Cookie Policy Cookie Policy

Contact Information

For privacy-related questions, data access requests, or to exercise your rights, please contact us using the information below