Privacy Policy

Last Updated: May 20, 2026

Introduction

LifeStageFinance ("we," "us," "our," or "Company") is committed to protecting your privacy and ensuring you have a positive experience on our website and when using our services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and interact with our services.

Please read this Privacy Policy carefully. If you do not agree with our policies and practices, please do not use our website or services. By accessing and using LifeStageFinance, you acknowledge that you have read, understood, and agree to be bound by all the provisions of this Privacy Policy.

1. Information We Collect

1.1 Information You Provide Directly

We collect information that you provide directly to us, including but not limited to:

• Contact information (name, email address, phone number, mailing address)
• Financial information (income, assets, liabilities, investment preferences)
• Demographic information (age, family status, employment status)
• Information provided through contact forms, surveys, or consultations
• Any other information you choose to provide to us

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and usage patterns, including:

• Device information (browser type, operating system, device type)
• Usage data (pages visited, time spent on pages, links clicked)
• IP address and location information
• Cookies and similar tracking technologies

2. How We Use Your Information

We use the information we collect for various purposes, including:

• Providing and improving our financial planning services
• Communicating with you about your financial needs and goals
• Responding to your inquiries and requests
• Sending you marketing communications (with your consent)
• Analyzing website usage and improving our services
• Complying with legal and regulatory obligations
• Protecting against fraud and unauthorized access

3. Disclosure of Your Information

We do not sell, trade, or rent your personal information to third parties. However, we may disclose your information in the following circumstances:

3.1 Service Providers

We may share your information with third-party service providers who assist us in operating our website and providing our services, such as payment processors, email service providers, and analytics providers. These service providers are contractually obligated to use your information only as necessary to provide services to us.

3.2 Legal Requirements

We may disclose your information if required to do so by law or if we believe in good faith that such disclosure is necessary to comply with legal obligations, enforce our agreements, or protect the rights, privacy, safety, or property of our company, our users, or the public.

3.3 Business Transfers

If LifeStageFinance is involved in a merger, acquisition, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

4. Data Security

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure socket layer (SSL) technology, firewalls, and access controls. However, no method of transmission over the Internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

5. Your Privacy Rights

5.1 Access and Correction

You have the right to access, review, and request corrections to your personal information. If you would like to access or update your information, please contact us using the information provided in the "Contact Us" section below.

5.2 Opt-Out

You may opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or by contacting us directly. Please note that even if you opt out of marketing communications, we will continue to send you transactional emails related to your account and our services.

5.3 Data Deletion

You may request the deletion of your personal information, subject to certain legal and contractual obligations. We will respond to deletion requests within a reasonable timeframe and in accordance with applicable laws.

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and collect information about your usage patterns. Cookies are small files stored on your device that help us remember your preferences and improve our services. You can control cookie settings through your browser preferences, although disabling cookies may affect the functionality of our website.

7. Third-Party Links

Our website may contain links to third-party websites and services that are not operated by LifeStageFinance. This Privacy Policy does not apply to third-party websites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party websites before providing your information.

8. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected information from a child under 18, we will take steps to delete such information and terminate the child's account.

9. International Data Transfers

If you are located outside the United States, please note that your information may be transferred to, stored in, and processed in the United States. By using our website and services, you consent to the transfer of your information to countries outside your country of residence, which may have different data protection laws.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by posting the updated Privacy Policy on our website and updating the "Last Updated" date at the top of this page. Your continued use of our website and services following the posting of changes constitutes your acceptance of the updated Privacy Policy.

11. Contact Us

If you have questions about this Privacy Policy, wish to access or update your information, or have concerns about our privacy practices, please contact us at:

12. California Privacy Rights

If you are a California resident, you have certain rights under the California Consumer Privacy Act (CCPA). These rights include the right to know what personal information is collected, the right to delete personal information, the right to opt-out of the sale of personal information, and the right to non-discrimination for exercising your privacy rights. To exercise these rights, please contact us using the information provided above.

13. European Union Privacy Rights

If you are located in the European Union, you have certain rights under the General Data Protection Regulation (GDPR). These rights include the right to access your data, the right to rectification, the right to erasure, the right to restrict processing, the right to data portability, and the right to object to processing. To exercise these rights, please contact us using the information provided above.

Thank you for trusting LifeStageFinance with your financial information. We are committed to protecting your privacy and maintaining your trust.