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Information We May Collect

When you use our website, we may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Phone number
• Information submitted through contact forms or inquiries

We may also collect basic technical information automatically when you visit our website, such as:

• Browser type
• Device type
• Website usage data
• General analytics about how visitors interact with the site

This information helps us understand how our website is used and improve its functionality.

How Your Information Is Used

Information collected through this website may be used for the following purposes:

• Responding to inquiries or requests you submit
• Providing information about services offered by Proactive Life Planning
• Improving website functionality and user experience
• Communicating with individuals who request additional information

We do NOT sell, rent, or trade your personal information to third parties.

Third-Party Professionals

In certain situations, Proactive Life Planning may coordinate services with licensed professionals such as attorneys or other specialists.

Personal information may be shared with these professionals only when necessary to assist with services requested by the client.

Proactive Life Planning does not control the privacy practices of third-party professionals.

Cookies and Website Analytics

Our website may use cookies or similar technologies to:

• Improve website performance
• Understand how visitors use the website
• Analyze website traffic

These tools help us improve the user experience and functionality of the site.

You may disable cookies through your browser settings if you prefer.

Data Security

We take reasonable administrative and technical measures to protect the information submitted through our website.

However, no method of electronic transmission or data storage is completely secure, and we cannot guarantee absolute security.

Your Privacy Choices

You may choose not to provide personal information through this website.

However, certain features — such as contact forms — may require basic information in order for us to respond to your request.

Changes to This Policy

Proactive Life Planning may update this Privacy Policy from time to time.

Any updates will be posted on this page with the updated effective date.

Contact Information

If you have questions regarding this Privacy Policy, you may contact us:

Proactive Life Planning
📞 210-789-3229
✉ info@proactivelifeplanning.net