1Information We Collect

We collect the following types of information:

Contact details: Your first and last name, nickname, email address, mobile number, and date of birth — provided when you complete any form on our website.
Financial and lifestyle information: Details such as income, monthly expenses, the family members you plan for and your children's ages, savings, existing life and health coverage, and debt status — provided voluntarily to generate personalized content or recommendations.
Appointment information: Date, time, and status of any sessions you book through our website.
Usage data: Standard analytics data such as browser type, device type, pages visited, and time spent — collected automatically through our website.

2How We Use Your Information

We use the information you provide to:

Generate personalized content, reports, or recommendations based on your answers
Send you requested content and related educational material via email
Schedule and manage consultation sessions, including filling in your details on our booking calendar so you don't have to type them again
Follow up with you regarding your inquiries and interests
Improve our website and overall service
Comply with applicable laws and regulations as a licensed financial planner

3How We Store and Process Your Data

Your information is stored and managed using trusted third-party platforms for customer relationship management, marketing automation, and appointment scheduling (currently GoHighLevel, also known as LeadConnector). These platforms are used solely to deliver our services — managing your contact details, sending communications, and coordinating sessions.

All platforms we use maintain their own data security standards. We only work with reputable service providers and do not grant them permission to use your data for their own purposes.

When you book a call from your report, the name, email address, and mobile number you already gave us are passed to our booking calendar so the form is filled in for you.

4Email Communications

By submitting any form on our website, you consent to receiving emails from Plan with Juan, including reports, follow-up messages, and educational content about insurance and financial planning.

You may unsubscribe from our emails at any time by clicking the unsubscribe link at the bottom of any email we send. Unsubscribing will remove you from our marketing communications but we may still contact you regarding an active appointment you have scheduled.

5Cookies and Analytics

Our website may use cookies and similar tracking technologies to understand how visitors use our site and improve your experience. You can control cookie settings through your browser preferences.

We may also use advertising measurement tools, such as the Meta Pixel, to understand which of our ads bring visitors to our site.

After you submit the assessment, your estimate is kept in your browser, for that tab only and for up to 12 hours, so our confirmation page can show it back to you. It is not shared with anyone else and is cleared when you close the tab.

6Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. If you would like your data deleted, please contact us and we will process your request within a reasonable timeframe.

7Your Rights

Under the Data Privacy Act of 2012 (Republic Act No. 10173), you have the right to:

Access the personal information we hold about you
Request corrections to inaccurate information
Request deletion of your personal data
Withdraw your consent to our communications at any time
File a complaint with the National Privacy Commission if you believe your personal data has been mishandled

To exercise any of these rights, please contact us using the details below.

8Children's Privacy

Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from individuals under 18. If you believe a minor has submitted information through our site, please contact us immediately.

9Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

10Contact Us

Questions about this policy or your personal data? Reply to any email you have received from Plan with Juan.