Last Updated: August 18, 2025
At TM Financial Life Planning (“Company,” “we,” “our,” or “us”), protecting your privacy is a top priority. This Privacy Policy explains the types of information we collect, how we use it, and the safeguards we put in place to keep it secure. By visiting www.tmfinanciallife.com, contacting us, or using our services, you agree to the practices described in this Policy.
Information We Collect
When you interact with us—whether online, by phone, or in person—we may collect the following types of information:
Personal Information: Name, email address, phone number, mailing address, and any details you provide when inquiring about or engaging our financial services.
Financial Information: Information you choose to share for the purposes of financial planning, such as income, assets, liabilities, or investment objectives.
Usage Information: Data automatically collected when you visit our website, including IP address, browser type, pages visited, and device details.
Communication Information: Records of your inquiries, requests, or feedback, including any email or phone communications.
How We Use Your Information
We use your information solely for purposes related to delivering financial planning and advisory services, including:
Providing customized financial strategies and advice.
Communicating with you about appointments, service updates, or important account-related information.
Enhancing our website, client experience, and service offerings.
Sending educational resources, updates, or newsletters you have requested or opted in to receive.
We do not sell or share your personal or financial information with third parties for marketing purposes.
Data Retention
We retain your personal and financial information only as long as necessary to:
Provide financial planning services.
Comply with legal, regulatory, or professional obligations.
Resolve disputes and enforce agreements.
When your information is no longer needed, it will be securely deleted or anonymized.
Security of Your Information
We take confidentiality seriously and use reasonable administrative, technical, and physical safeguards to protect your personal and financial information. However, no method of storage or transmission over the Internet can be guaranteed 100% secure, and we cannot promise absolute protection.
Children’s Privacy
Our services are not intended for children under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected such data, we will delete it immediately.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, practices, or legal requirements. Updates will always be posted here with a revised “Last Updated” date.
Contact Us
If you have any questions about this Privacy Policy or how we manage your information, please contact:
📧 [email protected]
🌐 www.tmfinanciallife.com
👤 Tanya Michel, Founder & Financial Life Planner