Terms of service
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.
The service
Plan X is planning software provided by PlanX Technologies, LLC. Access is by invitation from an advisor. You agree to provide accurate information and to keep your login credentials private.
Not advice
Plan X calculates a plan from the figures entered into it. It does not provide investment, tax or legal advice; decisions remain between the household and its advisor.
Changes
These terms will be replaced by a counsel-reviewed version before launch.