Privacy Policy

Last updated: 1 June 2026

Our promise

Your financial data is yours. We do not sell, rent, or share your household financial information with third parties for their marketing.

What we collect

• Identity from Google Sign-In (name, email, profile photo).
• The financial plan inputs you enter (income, assets, goals, etc.).
• Usage and audit metadata needed to operate and secure the service.

How we use it

Solely to provide the planning service to you — running projections, generating analyses, and saving your plans. AI analyses are generated from the figures in your plan; we do not use your data to train third-party models.

Your control

You can export all your data at any time and permanently delete your account and all associated data from within the app. Deletion cascades across all your records.

Security

Data is isolated per user and protected with opaque server-side sessions, CSRF protection, and strict access controls. See our Security page.

This is a plain-language summary pending final legal review before public launch.