Privacy Policy

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1. Information We Collect

We collect information you provide directly to us, such as when you create an account, use our services, or contact us for support. This includes:

• Personal Information: Name, email address, phone number, date of birth
• Financial Information: Income, expenses, assets, liabilities, financial goals
• Usage Data: How you interact with our platform, features used, time spent
• Device Information: IP address, browser type, device identifiers

2. How We Use Your Information

We use your information to:

• Provide and improve our financial planning services
• Generate personalized financial projections and insights
• Send you important updates about your account and our services
• Provide customer support and respond to your inquiries
• Ensure the security and integrity of our platform
• Comply with legal obligations and protect our rights

3. Data Security

We implement industry-standard security measures to protect your information:

• Encryption: All data is encrypted in transit and at rest using AES-256 encryption
• Access Controls: Strict access controls limit who can view your data
• Regular Audits: We conduct regular security audits and assessments
• Secure Infrastructure: Our servers are hosted on secure, compliant cloud infrastructure

4. Data Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party service providers who help us operate our platform
• Legal Requirements: When required by law or to protect our rights and safety
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Consent: When you explicitly consent to sharing your information

5. Your Rights

You have the right to:

• Access: Request a copy of your personal information
• Correction: Correct inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Export your data in a machine-readable format
• Opt-out: Unsubscribe from marketing communications

6. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. When you delete your account, we will delete your personal information within 30 days, except where we are required to retain it for legal or regulatory purposes.

7. Cookies and Tracking

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

8. International Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this privacy policy.

9. Children's Privacy

Our services are not intended for children under 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it.

10. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have any questions about this privacy policy or our data practices, please contact us at: