Privacy Policy

Effective Date: June 2026

At Planning by Lisa, protecting your privacy and safeguarding your personal information is important to us. This Privacy Policy explains how we collect, use, disclose, and protect personal information obtained through our website and in the course of providing our services.

Information We Collect

We may collect personal information that you voluntarily provide, including:

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Financial information necessary to provide requested services

  • Information submitted through contact forms, questionnaires, or consultations

We may also collect certain technical information when you visit our website, such as IP address, browser type, device information, and website usage data.

How We Use Your Information

Personal information may be used to:

  • Respond to inquiries and requests

  • Provide financial planning and related services

  • Communicate regarding appointments and services

  • Maintain client records

  • Comply with legal and regulatory requirements

  • Improve our website and client experience

We will only collect, use, and disclose personal information for purposes that are reasonable and appropriate in the circumstances.

Consent

By providing personal information to us, you consent to its collection, use, and disclosure for the purposes described in this Privacy Policy.

You may withdraw your consent at any time, subject to legal or contractual obligations. Withdrawal of consent may affect our ability to provide certain services.

Disclosure of Information

We do not sell, rent, or trade personal information.

Personal information may be disclosed:

  • To service providers who assist in operating our business

  • Where required by law, court order, or regulatory authority

  • With your express consent

Any third-party service providers engaged by us are expected to maintain appropriate privacy and security safeguards.

Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

While we take reasonable steps to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Retention

Personal information is retained only as long as necessary to fulfill the purposes for which it was collected and to satisfy legal, regulatory, or professional obligations.

Website Cookies

Our website may use cookies and similar technologies to improve user experience, analyze website traffic, and support website functionality.

You may adjust your browser settings to decline cookies; however, some website features may not function properly.

Access and Correction

You may request access to your personal information or request corrections to inaccurate information by contacting us using the information below.

Contact

If you have questions regarding this Privacy Policy or the handling of your personal information, please contact:

Planning by Lisa

Email: lisa@planningbylisa.com

Phone: 604.781.7139

Website: www.planningbylisa.com

Policy Updates

This Privacy Policy may be updated periodically to reflect changes in legal requirements, business practices, or services. The most current version will always be posted on this website.