Last updated: 4/3/2026
We collect information you provide when creating an account (name, email, company name) and client financial data you enter into the planning wizard. This data is used solely to generate financial plans and is never sold to third parties.
Your information is used to provide the financial planning service, process payments, and communicate with you about your account. Client financial data is processed through our calculation engine and stored securely in our database.
All data is encrypted in transit (TLS) and at rest. We use industry-standard security practices including secure database connections, hashed passwords, and regular security reviews.
Your data is retained as long as your account is active. You may request deletion of your account and all associated data at any time by contacting us.
For privacy-related inquiries, contact us at privacy@youwantaplan.com.