Privacy Policy for Favored Financial Planning

Favored Financial Planning (“Favored Financial Planning,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website, www.FavoredFP.com, and interact with our services.

Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and any information you provide through forms, appointment scheduling, or communications

Financial Information: Information voluntarily provided related to your financial situation for planning purposes

Communication Data: Records of SMS messages, emails, call recordings, and voicemail interactions

Technical Data: IP address, browser type, device information, and usage data

Tracking Data: Information collected through cookies, pixels, and analytics tools

How We Collect Information

We collect information through:

Website forms and lead capture pages

Appointment booking tools

SMS opt-ins and communication interactions

Email subscriptions and correspondence

Phone calls and recorded communications

Cookies, tracking pixels, and analytics tools (including Google Analytics and Meta Pixel)

Advertising platforms such as Meta and LinkedIn

How We Use Information

We use your information to:

Provide and deliver financial planning services

Communicate with you via SMS, email, phone, or voicemail

Schedule and manage appointments

Send service updates, reminders, event notifications and relevant information

Improve our website, services, and marketing efforts

Comply with legal and regulatory obligations

We do not sell your personal information.

SMS & Communications

By providing your phone number, you consent to receive SMS communications from Favored Financial Planning. These may include:

Appointment confirmations and reminders

Follow-ups and service-related messages

Account or service notifications

Event notifications

Message frequency may vary. Message and data rates may apply.

You can opt out of SMS communications at any time by replying STOP. For assistance, reply HELP or contact us directly.

Consent to receive SMS messages is not a condition of purchase.

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services.

Data Sharing Policy

Favored Financial Planning does not sell, rent, or share your personal information for marketing or promotional purposes.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We may provide limited access to trusted service providers solely to support business operations (such as technology platforms and communication delivery). These providers are contractually obligated to safeguard your information.

Customer opt-in data is never sold, rented, or shared for marketing purposes. SMS consent is not shared with any third parties or affiliates.

Cookies & Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience and analyze website usage. These include:

Google Analytics

Meta (Facebook/Instagram) Pixel

Other tracking tools used for performance and marketing insights

You can control cookie preferences through your browser settings.

Data Security Practices

We implement reasonable administrative, technical, and physical safeguards to protect your information, including:

Secure data storage systems

Encrypted communication where applicable

Restricted access to authorized personnel only

While we take appropriate measures, no system can guarantee absolute security.

Data Retention

We retain your information only as long as necessary to:

Provide services

Comply with legal, regulatory, and recordkeeping requirements

Resolve disputes and enforce agreements

Third-Party Services

We use third-party platforms to operate our business and deliver services, including:

GoHighLevel (GHL) and Slant: Our primary CRMs and communication platforms that stores contact data, manages workflows, and facilitates SMS, email, calls, and appointment scheduling

Zoom (virtual meetings)

Stripe (payment processing)

Google Workspace (email and document management)

GoHighLevel and Calendly (appointment scheduling integrations)

Meta Ads and LinkedIn (advertising platforms)

These providers process data on our behalf and are required to maintain appropriate safeguards.

Your Rights & Choices

Depending on your location, you may have the right to:

Access your personal information

Request corrections or updates

Request deletion of your data (subject to legal requirements)

Opt out of certain communications

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

Opt-Out Instructions

SMS: Reply STOP to unsubscribe or HELP for assistance

Email: Use the unsubscribe link in any email

Cookies: Adjust your browser settings to manage tracking preferences

Children’s Information

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

Contact Information

Favored Financial Planning
4611 Chesterfield Place
Phone: 336-203-3328
Email: [email protected]
Website: www.FavoredFP.com

Last Updated: April 17, 2026