Privacy Policy
Last Updated: January 2026
1. Information We Collect
We collect information you provide directly to us, including:
- Account information (email address, name)
- Financial planning data you enter into our tools (account balances, income, expenses)
- Payment information for subscription services
- Communications you send to us
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve our services
- Process transactions and send related information
- Send technical notices, updates, and support messages
- Respond to your comments and questions
- Analyze usage patterns to improve user experience
3. Data Security
We take reasonable measures to protect your personal information from loss, theft, misuse, unauthorized access, disclosure, alteration, and destruction. Your financial planning data is encrypted both in transit and at rest.
4. Data Sharing
We do not sell, trade, or otherwise transfer your personal information to third parties. We may share information with:
- Service providers who assist in operating our platform
- Legal authorities when required by law
- Successors in the event of a merger or acquisition
5. Your Rights
You have the right to:
- Access your personal data
- Correct inaccurate data
- Request deletion of your data
- Export your data
- Opt out of marketing communications
6. Cookies and Tracking
We use cookies and similar technologies to maintain your session, remember your preferences, and analyze how our services are used. You can control cookie settings through your browser.
7. Contact Us
If you have questions about this Privacy Policy, please contact us at contact@sherpaplan.com