Cookie Usage Policy
Learn more about how we use cookies to enhance your experience on our financial planning platform and protect your privacy
Last updated: August 24, 2025
Understanding Cookies
Cookies are small text files stored on your device when you visit our website
These files help us remember your preferences, improve site functionality, and provide you with a more personalized experience during your visits
Our Cookie Usage
We use different types of cookies to enhance your experience and ensure our services work properly
Essential Cookies
These cookies are required for basic website functionality and cannot be disabled
Session management, security authentication, contact form functionality
Functionality Cookies
These cookies enhance your experience by remembering your preferences and settings
Language preferences, accessibility settings, consultation booking preferences
Analytics and Performance
We use these cookies to understand how visitors interact with our website and improve our services
Page views, session duration, popular content sections, user journey analysis
Marketing and Communications
These cookies help us provide relevant information about our financial planning services
Service preferences, consultation interests, communication preferences
Third-Party Cookies
Some cookies are set by trusted third-party services we use to enhance our platform
These services have their own privacy policies and cookie practices
Your Privacy Rights
Depending on your location, you may have specific rights regarding your personal data and cookie preferences
GDPR Rights (EU/UK)
If you're in the EU or UK, you have comprehensive rights over your personal data
- Right to access and obtain copies of your personal data
- Right to correct inaccurate or incomplete information
- Right to request deletion of your personal data
CCPA Rights (California)
California residents have specific privacy rights under state law
- Right to know what personal information is collected
- Right to delete personal information
- Right to opt-out of the sale of personal information
LGPD Rights (Brazil)
Brazilian residents have rights under the Lei Geral de Proteção de Dados
- Right to confirmation of data processing
- Right to access personal data
- Right to correct incomplete or inaccurate data
Managing Your Cookie Preferences
You have several options for controlling how cookies are used on your device
Browser Controls
Most web browsers allow you to control cookies through their settings menu
Our Preference Center
Use our cookie preference center to customize which types of cookies you accept
Opt-Out Resources
Various industry tools are available to help you opt-out of certain tracking cookies
Do Not Track Signals
We respect browser Do Not Track signals and adjust our cookie usage accordingly
Cookie Lifespan
Different cookies remain active for varying periods
Session Cookies
These cookies expire when you close your browser
Persistent Cookies
These cookies remain on your device for a specified period or until manually deleted
Policy Changes
We may update this cookie policy periodically to reflect changes in our practices or legal requirements
Contact Details
For questions about our cookie policy or to exercise your privacy rights, please contact us