Privacy Policy

WealthPlanningOnline.com (“we,” “us,” or “our”) is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your information when you visit our website or communicate with us.

Information We Collect

We may collect:

  • Information you provide directly (name, email, phone number, or details you share through forms)
  • Basic website usage data (pages visited, time on site, device type)
  • Appointment information submitted through scheduling tools

How We Use Your Information

We use your information to:

  • Respond to your inquiries
  • Schedule consultations
  • Provide financial planning information
  • Improve our website and services

We do not sell or share your personal information with third parties for marketing purposes.

Cookies & Analytics

We may use cookies or analytics tools to understand website performance and improve user experience.

Data Security

We take reasonable measures to protect your information from unauthorized access or disclosure.

Your Choices

You may request that we update or delete your personal information at any time by contacting us.

Contact Us

If you have questions about this Privacy Policy, please contact:
contact@wealthplanningonline.com