Legal
Privacy Policy
Last Updated: September 11, 2026
Information we collect
When you complete a financial review or intake form, we may collect the information you provide about your identity, contact details, financial goals, current accounts, contributions, assumptions, financial health, and household circumstances. We also collect information you enter when creating or managing an authorized agent account.
Contact information
Contact information may include your name, email address, telephone number, and the financial professional you select or whose referral link you use.
How information is used
Information submitted through the site is used to provide educational experiences, prepare and review modeled financial information, support conversations with a financial professional, maintain client and agent records, and operate the website.
How information may be shared
Submitted information may be made available to the financial professional assigned to your review and to authorized administrators. Service providers that support website hosting, data storage, authentication, notifications, or related operations may process information when necessary to provide those services.
Data security
We use administrative and technical safeguards intended to protect information. No online service can guarantee absolute security, and you should avoid submitting information that the form does not request.
Data retention
Information may be retained while it is needed to operate the service, support the financial review relationship, maintain appropriate records, or meet applicable obligations. Specific retention periods may vary and are subject to future legal and compliance review.
Cookies and analytics
The site may use browser storage, cookies, or similar technologies that are necessary for sign-in, session continuity, saved progress, and basic website operation. Additional analytics practices, if adopted, will be reflected in an updated version of this policy.
Your privacy choices
You may ask your financial professional to help you review, correct, or request deletion of information associated with your financial review. Requests may be subject to identity verification and any obligations that require information to be retained.
Contact
For a privacy question or request, contact the financial professional identified in your review or use the client-facing contact information they provided to you.