Cookie Policy
Last updated: May 22, 2025
What Are Cookies
Cookies are small text files stored on your device when you visit our website. They help us provide better financial planning services and remember your preferences.
These files contain information about your browsing behavior and help us understand how you interact with our financial planning platform.
How We Use Cookies
We use different types of cookies to enhance your experience on our financial planning platform:
Essential Cookies
Required for basic website functionality and security of your financial data.
Login sessions, form submissions, and secure data transmission.
Analytics Cookies
Help us understand how visitors use our financial planning services.
Page views, session duration, and user interaction patterns.
Functional Cookies
Remember your preferences and personalize your experience.
Language settings, dashboard customization, and saved preferences.
Marketing Cookies
Used to show relevant financial planning offers and track campaign effectiveness.
Targeted advertisements, promotional content, and conversion tracking.
Types of Cookies
First-Party Cookies
Set directly by our website to enhance your financial planning experience.
Third-Party Cookies
Set by external services we use to provide analytics and marketing services.
Session Cookies
Temporary cookies that expire when you close your browser.
Persistent Cookies
Remain on your device for a specified period to remember your preferences.
Managing Cookies
You can control cookie settings through your browser preferences:
Browser Settings
Configure cookie preferences directly in your web browser settings.
Opt-Out Options
Use our cookie preference center to customize your settings.
Browser-Specific Instructions
Follow these steps to manage cookies in different browsers:
- Chrome: Settings > Privacy & Security > Cookies and other site data
- Firefox: Options > Privacy & Security > Cookies and Site Data
- Safari: Preferences > Privacy > Manage Website Data
- Edge: Settings > Cookies and site permissions > Cookies and site data
Disabling Cookies
Disabling cookies may affect the functionality of our financial planning platform and limit your user experience.
Policy Updates
We may update this cookie policy periodically. Check this page regularly for any changes to our cookie practices.
Contact Information
For questions about our cookie policy, contact us: