Privacy Policy

Information you provide

Account details such as your name, email address, phone number (optional), state and preferred language.

Financial information you choose to enter into the onboarding flow, budget, debt planner, emergency fund tool, protection estimator, retirement projection and estate checklist. You decide what to enter; the platform does not connect to your bank or credit accounts.

Messages you send to the Blueprint AI Coach and any contact or scheduling requests you submit.

How your information is used

To produce your educational Financial Health Score, blueprint, tool outputs and learning progress.

To operate your account, including authentication, email verification and password reset.

To respond to contact and scheduling requests you submit. If you request a conversation, your contact details are shared with a licensed financial professional for that purpose only.

Information entered into the platform is not used for purposes outside those stated here.

Storage and access controls

Records are stored in a managed database with row-level security so that only your signed-in account can read or change your rows. Administrative reporting uses aggregate figures and non-financial fields.

Private keys and service credentials are held server-side and are never included in browser code.

Your choices

You can update your profile at any time, switch between English and Español, request an export of your data, or request deletion of your account from your profile page.

You can also email us through the contact page with any privacy request.

Cookies and analytics

The platform uses browser storage to keep you signed in and to remember your language preference. It does not sell personal information.

Contact

Send privacy questions or requests through the contact page on this site.