Privacy policy

Information we collect

When you submit a form on this site — such as a discovery-call request or newsletter signup — we collect the information you provide, which may include your name, email address, phone number, and the details you choose to share. We ask that you not submit account numbers, Social Security numbers, or other sensitive financial information through this website.

How we use information

We use the information you provide to respond to your request, schedule conversations, send materials you ask for, and, where you opt in, share periodic educational insights. We do not sell your personal information.

Cookies and analytics

This site may use privacy-respecting analytics to understand how visitors use the site so we can improve it. You can control cookies through your browser settings.

How we protect information

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information you provide. No method of transmission over the internet is completely secure.

Your choices

You may opt out of marketing emails at any time using the unsubscribe link. To ask what information we hold or to request changes, contact us at clientcare@dentistfinancialplanning.com.

Text message (SMS) communications and mobile information

If you provide us with your mobile telephone number and consent to receive text messages, we may send you text messages in connection with the services you have engaged us for, such as onboarding status updates, requests for documents, and secure links to our client portal. Consent to receive text messages is not a condition of receiving any of our services, and message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

How clients opt in, the program terms, and the full policy governing our text-messaging program are published at client.dentistfinancialplanning.com/sms-opt-in, client.dentistfinancialplanning.com/sms-terms, and client.dentistfinancialplanning.com/privacy.

Advisory clients

The privacy policy notice governing our advisory relationships — including how we handle nonpublic personal information under Regulation S-P — is provided to clients directly and is published at client.dentistfinancialplanning.com/privacy.

Changes to this policy

We may update this policy from time to time. Material changes will be reflected here with a revised date.