Cookie Policy
Last Updated: June 3, 2025
What Are Cookies?
Cookies are small text files that are placed on your device when you visit our website. They help us provide you with a better user experience and allow us to analyze how our financial planning services are used.
Cookies enable us to remember your preferences, login status, and provide personalized financial planning content.
How We Use Cookies
We use different types of cookies to enhance your experience on our financial planning platform:
Necessary Cookies
Essential cookies required for basic website functionality, including login authentication and security features.
Session management, form submissions, and secure access to your financial planning dashboard.
Analytics Cookies
These cookies help us understand how visitors interact with our website and improve our financial planning services.
Google Analytics, page views, user behavior tracking, and service usage statistics.
Functional Cookies
Cookies that enhance website functionality and remember your preferences for a personalized experience.
Language preferences, dashboard customization, and personalized financial planning recommendations.
Marketing Cookies
Used to deliver relevant financial planning content and track the effectiveness of our marketing campaigns.
Targeted advertisements, social media integration, and email marketing optimization.
Third-Party Cookies
We may use third-party services that set their own cookies to provide enhanced functionality for our financial planning services.
- Google Analytics for website performance tracking
- Social media platforms for content sharing
- Payment processors for secure subscription billing
Managing Your Cookie Preferences
You can control and manage cookies through your browser settings or our cookie preference center.
Browser Settings
Most web browsers allow you to control cookies through their settings preferences:
- • Chrome: Settings > Privacy and Security > Cookies and other site data
- • Firefox: Options > Privacy & Security > Cookies and Site Data
- • Safari: Preferences > Privacy > Manage Website Data
- • Edge: Settings > Cookies and site permissions > Cookies and site data
Disabling cookies may limit your ability to use certain features of our financial planning platform.
Cookie Duration
We use both session and persistent cookies:
- Session cookies are temporary and are deleted when you close your browser.
- Persistent cookies remain on your device for a specified period or until manually deleted.
Your Consent
By continuing to use our website, you consent to our use of cookies as described in this policy.
You can withdraw your consent at any time by changing your cookie preferences or contacting us directly.
Policy Updates
We may update this cookie policy periodically to reflect changes in our practices or legal requirements.
Contact Us
If you have questions about our cookie policy or privacy practices, please contact us at [email protected].
Last updated: June 12, 2025