What Are Cookies and Why We Use Them

Cookies are small text files that websites store on your device to remember information about your visit. Think of them as digital sticky notes that help websites recognize you when you return.

We use cookies and similar technologies to make our financial planning platform work better for you. Some cookies are essential for basic website functions, while others help us understand how visitors use our services so we can improve them.

Information We Collect

When you use our AI-powered financial planning system, we collect various types of information to provide and improve our services. Here's what we gather and why:

Information You Provide Directly

Automatically Collected Information

How We Use Your Information

We use the information we collect to provide you with personalized financial planning services and continuously improve our platform. Your data helps us deliver more accurate AI-powered recommendations and better user experiences.

For example, when you use our financial calculators, we analyze your inputs to provide tailored advice. We also track which features are most helpful to users so we can enhance those areas of our platform.

We may use your contact information to send you service updates, security notifications, or educational content related to financial planning. You can adjust these communication preferences in your account settings at any time.

Data Retention and Your Control

We keep your personal information only as long as necessary to provide our services and meet legal requirements. Financial planning data is typically retained for seven years to support ongoing advisory relationships and comply with financial service regulations.

You have several options for managing your data:

To exercise these rights or if you have questions about your data, contact our support team using the information provided below.

Third-Party Services and Data Sharing

We work with trusted third-party services to provide our AI-powered financial planning platform. These include analytics providers, cloud hosting services, and payment processors. All third parties are required to protect your information according to strict data protection standards.

We never sell your personal information to advertisers or marketing companies. Any data sharing is limited to what's necessary to provide our services or as required by law.

Some third-party services may place their own cookies on your device. When you reject non-essential cookies using the button above, we also disable third-party tracking cookies where technically possible.

Security Measures

We protect your financial information using industry-standard security measures including encrypted data transmission, secure server environments, and regular security audits. Our AI systems are designed with privacy protection built into their core architecture.

While we implement strong security practices, no online service can guarantee complete security. We recommend using strong, unique passwords and keeping your account information confidential.