Our Privacy Policy
Effective Date: April 1, 2026
Fort Financial Planning, LLC (“Fort Financial Planning,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of information provided through our website. This Privacy Policy describes how information is collected, used, and safeguarded when visitors access our website or submit information through online forms.
By using this website, you acknowledge and agree to the terms outlined in this Privacy Policy.
Information We Collect
Visitors to our website may voluntarily provide certain personal information when submitting inquiries or scheduling an introductory conversation. Information that may be collected includes:
Name
Email address
Phone number
Preferred meeting format or availability
Messages or other information voluntarily submitted through website forms
This information is collected solely for the purpose of responding to inquiries, communicating with prospective clients, and facilitating introductory conversations regarding financial planning services.
Our website does not request or collect sensitive financial account information.
Use of Information
Information submitted through this website may be used for purposes including:
Responding to inquiries or consultation requests
Communicating with individuals who express interest in our services
Scheduling introductory conversations
Maintaining internal records of inquiries and communications
Improving website functionality and user experience
Information collected through our website will only be used in connection with legitimate business purposes related to Fort Financial Planning’s services.
Visitors who submit information may be contacted by a member of our team regarding their inquiry.
Storage and Protection of Information
Fort Financial Planning maintains administrative and technical safeguards designed to protect the confidentiality and integrity of personal information submitted through our website.
Information submitted through website forms may be stored within secure internal communication systems and document storage platforms, including secure cloud-based business tools such as Google Drive, which are used to manage communications and records related to inquiries.
While we implement reasonable safeguards, no transmission of information over the internet can be guaranteed to be completely secure.
Sharing of Information
Fort Financial Planning does not sell, rent, or trade personal information collected through this website.
Information may be disclosed only in limited circumstances, including:
When required by law or regulatory authority
To protect the legal rights or property of Fort Financial Planning
To trusted service providers who assist in operating our website or communication systems
Any such service providers are expected to maintain appropriate confidentiality and security safeguards.
Website Analytics and Cookies
Our website may use analytics tools to better understand how visitors interact with the site and to improve overall performance and user experience.
These tools may include services such as:
Google Analytics
Squarespace analytics tools
Other website analytics or performance monitoring technologies that may be implemented in the future
These technologies may collect information such as:
pages visited
time spent on the website
device type or browser
general geographic location
This information is aggregated and does not personally identify individual visitors.
Most web browsers allow users to manage or disable cookies through browser settings.
Third-Party Services
From time to time, Fort Financial Planning may utilize third-party services or platforms that assist with website functionality, communications, scheduling, or analytics. When such services are used, they are selected with consideration for security and reliability.
Use of such services may involve the collection or processing of limited information necessary to support website functionality or communications.
Regulatory Considerations
Fort Financial Planning operates in accordance with applicable financial industry regulations. Information submitted through this website is intended solely for general communication purposes and does not establish an advisory relationship.
Visitors should not submit confidential financial account information through website forms.
External Links
This website may contain links to third-party websites for informational purposes. Fort Financial Planning is not responsible for the content, privacy practices, or policies of external websites.
Visitors should review the privacy policies of those websites separately.
Updates to This Privacy Policy
Fort Financial Planning reserves the right to update or modify this Privacy Policy at any time to reflect changes in website functionality, legal requirements, or business practices.
Any updates will be posted on this page with a revised effective date.
Contact Information
Questions regarding this Privacy Policy or the handling of information submitted through the website may be directed to:
Fort Financial Planning, LLC
580 Virginia Drive, Suite 150A
Fort Washington, PA 19034