TRUST & TRANSPARENCY
Privacy Policy
Last Updated: July 2026. Your privacy is paramount. Read how we protect your information.
A Commitment to Your Privacy
As your Child Planning Financial Doctor, we treat your family's financial data with the same uncompromising care and confidentiality as a medical professional. Total transparency is our baseline.
Your Information
1. Information Collection & Scope
To provide accurate child financial planning and diagnostic projections, we collect specific financial and demographic data. This includes but is not limited to: household income, existing education funds, investment portfolios, and dependent details. We only collect what is strictly necessary to prescribe your financial plan.
Bank-Level Data Security
All financial records and child planning projections are encrypted at rest and in transit. We employ industry-standard security measures to prevent unauthorized access, disclosure, or modification of your family's sensitive data.
2. Third-Party Confidentiality
We operate under a strict non-disclosure principle. Your data is never sold, leased, or traded to third-party marketers. Information is only shared with authorized financial institutions when explicitly approved by you to execute a prescribed financial strategy.
3. Your Rights & Accessibility
You retain full ownership of your data. You may request a complete audit of the information we have on file, or request its deletion at any time, subject to legal and regulatory retention requirements.
CONTACT SUPPORT
Questions About Your Data?
If you have any questions regarding how your data is handled, we are here to help.
Data Security Commitment
We never sell, rent, or trade your personal information. Your privacy is our paramount concern and we employ strict safeguards to ensure your data is always protected.