Legal
Privacy policy
This template describes how information submitted through this website is handled. Confirm and finalize with counsel and your privacy program before launch.
Information we collect
When you submit a form on this site — such as a discovery-call request or newsletter signup — we collect the information you provide, which may include your name, email address, phone number, and the details you choose to share. We ask that you not submit account numbers, Social Security numbers, or other sensitive financial information through this website.
How we use information
We use the information you provide to respond to your request, schedule conversations, send materials you ask for, and, where you opt in, share periodic educational insights. We do not sell your personal information.
Cookies and analytics
This site may use privacy-respecting analytics to understand how visitors use the site so we can improve it. You can control cookies through your browser settings.
How we protect information
We maintain reasonable administrative, technical, and physical safeguards designed to protect the information you provide. No method of transmission over the internet is completely secure.
Your choices
You may opt out of marketing emails at any time using the unsubscribe link. To ask what information we hold or to request changes, contact us at clientcare@dentistfinancialplanning.com.
Changes to this policy
We may update this policy from time to time. Material changes will be reflected here with a revised date.