Cookie Usage Policy
Learn more about how we use cookies to enhance your experience and provide personalized service on our financial planning platform.
Last updated: August 25, 2025
Understanding Cookies
Cookies are small text files stored on your device when you visit our website. They help us remember your preferences and improve your browsing experience.
We use cookies to analyze website traffic, personalize content, and ensure our services function properly across different devices and browsers.
Cookie Categories
Essential Cookies
Required for basic website functionality including security, navigation, and access to member areas. These cookies cannot be disabled without affecting site performance.
Functionality Cookies
Remember your preferences and settings to provide a personalized experience, including language selection and form data retention.
Analytics Cookies
Help us understand how visitors interact with our website by collecting anonymous usage data and performance metrics.
Marketing Cookies
Enable targeted advertising and measure the effectiveness of our marketing campaigns across different platforms.
Our Cookie Usage
We employ cookies for the following specific purposes:
- Maintaining user sessions and login status for secure access to consultation scheduling
- Personalizing content and service recommendations based on your planning goals
- Analyzing website performance to improve user experience and service delivery
- Managing marketing communications and measuring campaign effectiveness
Third-Party Cookies
Some cookies are placed by third-party services including analytics providers, payment processors, and marketing platforms.
These external cookies are governed by their respective privacy policies and terms of service.
Your Privacy Rights
GDPR Rights
If you're located in the EU, you have the following rights regarding cookie usage:
- Right to withdraw consent for non-essential cookies at any time
- Right to request deletion of data collected through cookies
- Right to receive information about cookie data processing activities
CCPA Rights
California residents have specific rights regarding cookie-collected information:
- Right to know what personal information is collected through cookies
- Right to delete personal information gathered via cookie tracking
- Right to opt-out of sale of personal information collected through cookies
LGPD Rights
Brazilian users have the following rights under LGPD:
- Right to access information about cookie data processing
- Right to correct or delete cookie-collected personal data
- Right to data portability for information gathered through cookies
Cookie Management
You have several options for controlling cookie usage on our website.
Browser Controls
Most web browsers allow you to control cookies through their settings. You can block, delete, or receive notifications about cookie placement.
Direct Opt-Out
Use our cookie preference center to customize which types of cookies you allow while maintaining essential website functionality.
Cookie Retention
Different cookies have varying lifespans based on their purpose:
- Session cookies expire when you close your browser
- Persistent cookies remain for predetermined periods ranging from 30 days to 2 years
Policy Updates
We may update this cookie policy periodically to reflect changes in technology, regulation, or our services. Check this page regularly for updates.
Cookie Questions
Contact our privacy team if you have questions about our cookie usage or need assistance managing your preferences.