Privacy Policy

Last updated: December 2025

Introduction

PlanWell Financial Planning ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Register for our FERS workshops or webinars
  • Request a consultation or contact us
  • Subscribe to our newsletter
  • Use our retirement calculators

This information may include:

  • Name and contact information (email, phone number)
  • Federal agency and employment details
  • Retirement timeline and planning information
  • Financial information relevant to retirement planning

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • IP address and browser type
  • Device information
  • Pages visited and time spent on our site
  • Referring website addresses

How We Use Your Information

We use the information we collect to:

  • Provide financial planning services and consultations
  • Send you information about our workshops and services
  • Respond to your inquiries and requests
  • Improve our website and services
  • Comply with legal and regulatory requirements

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service providers who assist in operating our website and services
  • Professional advisors and regulatory authorities as required by law
  • Business partners with your consent

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to:

  • Access and receive a copy of your personal information
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt-out of marketing communications

Cookies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can control cookie settings through your browser preferences.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at:

PlanWell Financial Planning
Email: info@planwellfp.com
Phone: (703) 123-4567