Privacy Policy

Your Privacy Matters to Us

At zypheralon Financial Planning, we understand that financial planning requires sharing personal and sensitive information. This privacy policy explains how we collect, use, protect, and handle your personal data.

We're committed to maintaining your privacy and ensuring transparent communication about our data practices.

Information We Collect

During our consultation process and website interactions, we may collect:

• • Contact details including name, email, phone number, and mailing address
• • Financial information relevant to planning consultations and goal setting
• • Communication preferences and consultation scheduling information
• • Website usage data including pages visited and interaction patterns

How We Use Your Information

Your personal information helps us provide better service:

• • Delivering personalized financial planning consultations and ongoing support
• • Communicating about appointments, service updates, and relevant financial insights
• • Improving our services based on client feedback and usage patterns
• • Meeting legal and regulatory requirements for financial service providers

Legal Basis for Processing

We process your personal data based on:

Primary Legal Basis:: We process your data on the basis of consent and legitimate business interest for service delivery

Your consent allows us to provide consultations, while legitimate interest enables service improvement and client communication.

Information Sharing Practices

We may share your information in limited circumstances:

• • With professional service providers who assist in service delivery, bound by confidentiality agreements
• • When required by law, regulation, or court order
• • With your explicit consent for specific purposes you've authorized

Cookies and Tracking

We use cookies to enhance website functionality and analyze usage patterns for service improvement.

Detailed cookie information is available in our Cookie Policy. Cookie Policy

Data Security Measures

We implement industry-standard security measures to protect your personal and financial information.

Security includes encrypted data transmission, secure storage systems, and regular security assessments.

Your Privacy Rights

You have several rights regarding your personal data:

• • Right to access personal information we hold about you
• • Right to correct inaccurate or incomplete information
• • Right to request deletion of your personal data
• • Right to limit processing of your information
• • Right to receive your data in a portable format
• • Right to object to certain types of processing

Data Retention Policy

We retain your personal information only as long as necessary for service delivery and legal compliance.

Generally, client information is retained for seven years following service completion, in accordance with financial services regulations.

Children's Privacy Protection

Our services are designed for adults aged 18 and older. We do not knowingly collect personal information from minors.

18+ only

Privacy Policy Updates

We may update this privacy policy to reflect changes in our practices, technology, or legal requirements.

Material changes will be communicated through email notifications and website announcements.

Privacy Questions

For privacy-related inquiries or to exercise your rights, contact our Privacy Officer:

Last updated: August 17, 2025