Privacy Policy

Make A Plan (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect information you provide through our website.

Information We Collect

We may collect personal information that you voluntarily provide, including your name, phone number, email address, and other information submitted through our website forms.

How We Use Your Information

We may use your information to:

• Respond to your inquiry.
• Provide information about our services.
• Contact you regarding your request.
• Help schedule and manage appointments.
• Maintain records of our communications.
• Improve our services and website.

Information you provide may be maintained in our customer relationship management (CRM) system and processed by service providers that help us operate our website and communications.

Text Messaging

If you opt in to receive text messages, we may send you messages related to your inquiry, appointment scheduling, appointment reminders, and related follow-up communications.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out at any time or HELP for assistance.

Sharing of Information

We do not sell or rent your personal information.

We do not sell, rent, or share your mobile information or SMS opt-in information and consent with third parties for their marketing or promotional purposes.

We may disclose information to service providers that process information on our behalf and assist us in operating our website, CRM, communications, or related business services.

Data Security

We use reasonable administrative and technical safeguards designed to protect the personal information we maintain. However, no method of electronic transmission or storage is completely secure.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy, please contact Make A Plan through the contact information provided on our website.