Privacy Policy

DIWY Financial Planning, LLC (“DIWYFP”) values the trust placed in its services and is committed to safeguarding personal information. This Privacy Policy outlines the types of information that may be collected, how it is used, and the steps taken to protect it.

Information Collected

Information collected may include personal details such as name, contact information, financial account information, and documents voluntarily provided in connection with financial planning services. Technical information such as IP address, browser type, and usage data may also be collected when visiting this website.

Use of Information

Information is used solely for the purpose of providing financial planning services, responding to inquiries, maintaining client accounts, and fulfilling regulatory obligations. Information is not sold or shared with unrelated third parties for marketing purposes.

Information Sharing

Information may be shared with trusted third-party service providers who assist in delivering services, subject to confidentiality agreements. Information may also be disclosed as required by law, regulation, or legal process.

Data Security

Reasonable physical, electronic, and procedural safeguards are maintained to protect personal information from unauthorized access, use, or disclosure.

User Rights

Individuals may request access to, correction of, or deletion of personal information maintained by DIWY Financial Planning, subject to applicable laws and contractual obligations.

Policy Updates

This Privacy Policy may be updated periodically. Updates will be posted on this page with a revised effective date.

Effective Date: