Privacy Policy

Effective Date: Novmeber 5, 2025

New Path Planning ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

Request a consultation or contact us
Schedule an appointment
Engage our financial planning services
Subscribe to our newsletter or communications
Fill out forms on our website

This information may include:

Name and contact information (email address, phone number, mailing address)
Date of birth and Social Security number
Financial information (income, assets, liabilities, account information)
Employment information
Family and beneficiary information
Information related to divorce proceedings, loss of spouse, or retirement planning
Any other information you choose to provide

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device, including:

IP address
Browser type and version
Pages you visit and time spent on pages
Referring website addresses
Device identifiers

We may use cookies, web beacons, and similar tracking technologies to collect this information.

How We Use Your Information

We use the information we collect to:

Provide financial planning services and advice
Communicate with you about your account and our services
Respond to your inquiries and requests
Analyze your financial situation and develop personalized recommendations
Send you newsletters, updates, and educational content (with your consent)
Improve our website and services
Comply with legal and regulatory requirements
Detect and prevent fraud or unauthorized access

How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

Service Providers

We may share information with third-party service providers who perform services on our behalf, such as:

Technology providers (website hosting, email services, data storage)
Payment processors
Professional advisors (attorneys, accountants, compliance consultants)

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

Professional Collaboration

With your explicit consent, we may share relevant financial information with:

Your attorney, accountant, or other professional advisors
Branning Wealth Management for platform and planning services
Other professionals involved in your financial or legal matters

Legal Requirements

We may disclose your information when required by law, such as:

In response to subpoenas, court orders, or legal processes
To comply with regulatory requirements
To protect our rights, property, or safety, or that of others
To investigate or prevent illegal activity or fraud

Business Transfers

If New Path Planning, LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. You will be notified of any such change.

Data Security

We implement reasonable physical, technical, and administrative security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

Secure servers and encrypted data transmission
Restricted access to personal information on a need-to-know basis
Regular security assessments and updates
Secure document storage and disposal procedures

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to:

Provide our services to you
Comply with legal and regulatory requirements (typically 7 years for financial records)
Resolve disputes and enforce our agreements
Support business operations and client relationships

When information is no longer needed, we securely delete or destroy it in accordance with our retention policies and applicable laws.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

Access and Correction

You have the right to access and update your personal information. You may request a copy of the information we hold about you or ask us to correct inaccuracies.

Deletion

You may request deletion of your personal information, subject to legal and regulatory retention requirements.

Opt-Out of Communications

You may opt out of receiving marketing emails by clicking the "unsubscribe" link in our emails or contacting us directly. Please note that you may still receive service-related communications.

Do Not Track

Our website does not currently respond to "Do Not Track" signals from browsers.

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

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. However, disabling cookies may limit your ability to use certain features of our website.

Types of Cookies We Use:

Essential Cookies: Necessary for website functionality
Analytics Cookies: Help us understand how visitors use our website
Preference Cookies: Remember your settings and preferences

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child without parental consent, we will take steps to delete that information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated policy on our website with a new effective date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

California Privacy Rights

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to:

Know what personal information we collect, use, and disclose
Request deletion of your personal information
Opt out of the sale of your personal information (Note: We do not sell personal information)
Non-discrimination for exercising your privacy rights

To exercise these rights, please contact us using the information below.

Contact Us

If you have any questions about this Privacy Policy, You can contact us:

By visiting this page on our website: https://branwealth.com/about-us/contact-us/