Privacy Policy

We collect information you give us directly, such as your name, contact details, and the financial information you choose to share when you inquire about or engage our services. We also collect limited information automatically when you use our website, such as your device type, pages visited, and general usage data through cookies and similar technologies.

• To respond to your inquiries and schedule conversations
• To provide, manage, and improve our planning and advisory services
• To meet our legal, regulatory, and compliance obligations
• To communicate with you about your plan and relevant updates

We do not sell your personal information. We share it only as needed to operate our services: with trusted service providers who work on our behalf, and when required by law or to meet regulatory obligations. Any advisory-related handling of your information is consistent with our obligations as an investment advisory firm.

Our website and services rely on third-party platforms, including eMoney (client portal), Nitrogen (risk analysis), and a scheduling provider. These providers process information under their own privacy and security practices.

We maintain reasonable administrative, technical, and physical safeguards designed to protect your information, and we limit access to those who need it. No system is perfectly secure, but we work to keep your data safe.

You can opt out of marketing communications at any time, and you can ask us what information we hold about you. To make a request, contact us using the details below.

We use cookies to operate the site and understand how it is used. Most browsers let you control or disable cookies through their settings.

Our services are intended for adults. We do not knowingly collect information from children under 13.

We may update this policy from time to time. We will post the updated version here with a new effective date.

Questions about this policy? Email alex@startmoneyplanning.com or call (813) 800-7526.