ND Wealth Planner is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, and safeguard your personal information.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Name, phone number, email address, occupation, and other details submitted via our forms or inquiries.

• Financial Data: Information shared during consultations or via secure forms for financial planning.

• Technical Data: IP address, browser type, operating system, referral source, and browsing behavior on our website.

2. Use of Your Information

Your data is used to:

• Provide financial planning and advisory services

• Respond to inquiries and schedule consultations

• Send service-related updates, newsletters, or promotions (only with your consent)

• Improve our website experience and service offerings

3. Data Sharing and Disclosure

We do not sell or rent your information. We may share data with trusted service providers (e.g., CRM or email platforms) only to deliver services effectively, and they are bound by strict confidentiality agreements.

4. Security

We use industry-standard security measures to protect your data. However, no online transmission is 100% secure, so we encourage you to take precautions when sharing sensitive data.

5. Your Rights

You have the right to access, update, or request deletion of your personal data. To exercise these rights, contact us at naveen@ndwealthplanner.com.