Privacy policy
DRAFT — pending counsel review. This page is placeholder text, published so the site's structure is complete. It has not been reviewed by legal counsel and will change before launch.
What we collect
PlanX Technologies, LLC collects only the information needed to build and maintain a household's financial plan: contact details, and the budget, account and goal figures a household or its advisor enters.
How we use it
Plan information is used to calculate and display the plan to the household and its advisor. It is not sold, and it is not used for advertising.
Your choices
You can ask for a copy of your information or ask us to delete it. Contact details for these requests will be published here at launch.