Privacy Policy
Effective January 1, 2025

Compass Planning, LLC (“Compass Planning,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect the personal information you provide when you visit our website https://compassplanning.com (the “Site”).

By using the Site, you agree to the terms of this policy. If you do not agree, please discontinue use of the Site.

1. Information We Collect

We collect limited personal information through the following methods:

a. Information You Provide to Us
When you fill out a form on our website—such as requesting a consultation, signing up for our newsletter, or contacting us—we may collect:

  • Name

  • Email address

  • Phone number

  • Any additional information you choose to share

b. Basic Usage Data
We may collect non-personal information through standard website analytics tools (such as Google Analytics), including:

  • Browser type and version

  • Pages visited and time spent on the Site

  • Referring website

  • General location (e.g., city or region, not exact address)

This data helps us understand how visitors use the Site and improve the experience for future users.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To respond to your inquiries or requests

  • To provide you with information about our services

  • To improve the functionality and content of our Site

  • To communicate with you if you’ve subscribed to our newsletter

We do not sell or rent your personal information to any third parties.

3. How We Protect Your Information

We take appropriate security measures to protect your information from unauthorized access, disclosure, or loss. While no method of transmission over the internet is 100% secure, we use industry-standard practices to safeguard the data you provide.

4. Cookies

Our Site uses cookies to enhance your browsing experience and to collect limited information about how you use the Site. You can control or disable cookies through your browser settings at any time.

5. Third-Party Services

We may use trusted third-party services to host our website, manage email communications, or provide analytics (e.g., Google Analytics). These providers only access your information as needed to perform their functions and are obligated to maintain confidentiality.

6. Your Rights and Choices

You have the right to:

  • Access or correct your personal information

  • Unsubscribe from our emails at any time using the link provided in each email

  • Contact us to request deletion of your data

To exercise these rights, please contact us at:
info@compassplanning.com
888-320-9993

7. Children’s Privacy

Our Site is not intended for children under the age of 13. We do not knowingly collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

9. Contact Us

If you have questions about this Privacy Policy or how we handle your personal information, please contact:

Compass Planning, LLC
Email: info@compassplanning.com
Phone: 888.320.9993