Privacy Policy

WealthPlanner ("we", "us", or "our") operates wealthplanner.com. This Privacy Policy explains how we collect, use, and protect your information when you use our site.

Information we collect

Information you provide

• Contact messages — when you use the contact form we store your message, the page you name, your email address if you give one for a reply, and your browser's user-agent string. We use them only to reply and to fix errors.

Information collected automatically

• Analytics — We use Plausible Analytics, a privacy-first analytics tool that does not use cookies, does not collect personal data, and does not track you across sites. Plausible collects aggregated page views and referrer data only.
• Calculator inputs — Your calculator inputs (net worth figures, retirement numbers, etc.) are processed entirely in your browser. We do not store calculator inputs on our servers. If you share a result, its figures are part of the link you share.

How we use your information

• To email you a copy of your calculator results (if you requested this)
• To send educational financial content you have opted into
• To improve our tools and content based on aggregated usage analytics

We do not sell your data. We do not share your email with third parties for their marketing purposes.

Third-party services

• Plausible Analytics — privacy-first analytics. No cookies. No personal data stored. See plausible.io/privacy.
• Resend — transactional email delivery. Your email is stored in Resend's systems to deliver your requested results. See Resend's privacy policy.
• Affiliate partners — when you click an affiliate link (Betterment, Wealthfront, SoFi, CreditKarma, etc.), you are directed to their sites. Their privacy policies apply from that point forward. We may receive a commission if you sign up.
• Vercel — our hosting provider. Standard server logs (IP addresses, request timestamps) are retained per Vercel's standard practices.

Cookies

WealthPlanner does not use tracking cookies. Plausible Analytics is cookieless by design. We do not use Google Analytics, Facebook Pixel, or any other behavioural tracking.

Your rights (CCPA / GDPR)

• Right to access the personal data we hold about you
• Right to delete your personal data
• Right to opt out of email communications at any time

To exercise any of these rights, use our contact page.

Data retention

Email addresses are retained until you request deletion or unsubscribe. Calculator result data stored with email captures is retained for a maximum of 12 months.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Continued use of WealthPlanner after changes constitutes acceptance of the updated policy.

Contact

Questions about this Privacy Policy? Use our contact page.