Last Updated: February 1, 2025 At Plan on Finance, we are committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you visit our website or use our services.
Information We Collect
We may collect the following types of personal information from you:
Contact information (e.g., name, email address, phone number)
Financial information (e.g., income, expenses, investment details)
Demographic information (e.g., age, gender, location)
Usage data (e.g., pages visited, time spent on the site, device information)
We collect this information through various means, including when:
Create an account on our website
Engage with our financial planning tools and calculators
Subscribe to our newsletter or email updates
Contact us with inquiries or feedback
How We Use Your Information
We may use the information we collect for the following purposes:
Providing and improving our financial planning services
Personalizing your user experience and recommending relevant content
Sending you newsletters, updates, and other information you’ve requested
Analyzing user behavior and preferences to enhance our offerings
Complying with legal and regulatory requirements
Information Sharing and Disclosure
We do not sell or trade your personal information to third parties. However, we may share your information in the following circumstances:
With service providers and partners who assist us in operating our website and delivering our services (e.g., hosting providers, analytics firms)
With your consent, to third-party financial institutions or advisors you’ve authorized us to share with
As required by law, to comply with legal obligations or protect our rights
Data Security
We implement reasonable security measures, such as encryption and access controls, to protect your personal information from unauthorized access, alteration, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
Third-Party Links and Services
Our website may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices or content of these external parties. We encourage you to review the privacy policies of any third-party sites or services you use.
Children’s Privacy
Plan on Finance does not knowingly collect personal information from children under the age of 13. If you believe we have collected information from a child, please contact us immediately, and we will take steps to remove the information from our records.
Your Rights and Choices
You have the right to access, update, or delete your personal information. You can also opt-out of receiving promotional communications from us. To exercise these rights, please contact us using the information provided in the “Contact Us” section.
Changes to This Privacy Policy
We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on our website. Your continued use of our services after such changes indicates your acceptance of the updated terms.
Contact Us
If you have any questions or concerns about our privacy practices, please contact us at [Your Contact Email].