1. Information We Collect
We collect various types of data to provide you with our services efficiently:
- Personal Identification Information: This includes your name, email address, phone number, and physical address.
- Financial Information: To assist you in economic planning, we may collect information such as income, expenses, and financial goals.
- Usage Data: We track how you interact with our website to improve our services.
2. How We Use Your Data
Your data helps us tailor our services to meet your specific needs:
- Service Delivery: We use your data to provide personalized financial planning services.
- Communication: To send updates, newsletters, and important notices.
- Improvement: Analyzing data to enhance our platform and user experience.
3. Data Storage and Security
We employ robust security measures to protect your data from unauthorized access:
- Encryption: All sensitive data is encrypted during storage and transmission.
- Access Controls: Only authorized personnel have access to your information.
- Regular Audits: We conduct regular security audits to ensure data integrity.
4. Legal Basis for Processing
We process your data based on:
- Consent: You've given us permission to use your data.
- Contractual Obligations: Processing is necessary for the performance of a contract.
- Legal Compliance: To comply with legal obligations.
5. User Rights
You have rights concerning your data, such as:
- Access: You can request a copy of your data.
- Rectification: Correct any inaccurate or incomplete data.
- Erasure: Request the deletion of your data under certain conditions.
- Data Portability: Obtain and reuse your data across different services.
6. Data Sharing and Transfers
We may share your data with third parties to provide our services:
- Service Providers: We work with partners who assist us in service delivery.
- Legal Authorities: When required by law, we may disclose your data.
7. Cookie Usage
We use cookies to enhance your experience on our site:
- Essential Cookies: Necessary for the website to function.
- Performance Cookies: Help us understand how you use our site.
8. Data Retention
We retain your data for as long as necessary to fulfill the purposes outlined in this privacy policy, unless a longer retention period is required by law.
9. Changes to This Policy
We may update this privacy policy periodically. We will notify you of any significant changes by posting a notice on our website.
10. Contact Us
If you have any questions or concerns about this privacy policy, please contact us:
- Address: 4522 13th St, Boulder, CO 80304, United States
- Phone: +19185083634
- Email: [email protected]