Privacy Policy

La Paz Wealth ("La Paz Wealth," "we," "us," or "our") is a financial planning firm committed to helping working families achieve financial peace and security. We respect your privacy and are dedicated to protecting your personal information.

This Privacy Policy explains how we collect, use, protect, and share information when you visit our website at peaceplanning.com or communicate with us. By using our website or services, you agree to the practices described in this policy.

Information Collection and Use

We collect personal information that you voluntarily provide to us when you:

• Fill out contact forms on our website
• Schedule consultations or meetings
• Subscribe to our newsletter or updates
• Communicate with us via email, phone, or text message

The personal information we may collect includes:

• Contact Information: Name, email address, phone number, mailing address
• Communication Preferences: Language preference, preferred contact method
• Other Information: Any additional information you choose to share with us in forms or messages

We use this information to respond to your inquiries, provide financial planning services, communicate about appointments, and send relevant updates about our services. We will never use your personal information for purposes incompatible with those described in this policy without your explicit consent.

Log Data

When you visit our website, our servers may automatically collect certain information about your device and how you interact with our site. This "Log Data" may include your IP address, browser type, operating system, pages visited, time spent on pages, and referring website. We use this information to maintain and improve our website, understand how visitors use our services, and enhance your overall experience.

Cookies

Cookies are small data files placed on your device when you visit a website. We use cookies to:

• Remember your preferences and settings
• Understand how you use our website
• Improve website performance and user experience

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our website. For more information about cookies and how to manage them, visit allaboutcookies.org.

SMS Messaging and Email Communication

With your consent, we may send you text messages (SMS) or emails related to:

• Appointment reminders and confirmations
• Important updates about your financial planning services
• Educational content and newsletters (if you've subscribed)

Frequency: Message frequency varies depending on your engagement with our services. Appointment-related messages are sent as needed; educational content is typically sent monthly or less frequently.

Opt-Out: You can opt out of SMS messages at any time by replying "STOP" to any text message we send. You can unsubscribe from email communications by clicking the "unsubscribe" link at the bottom of any email or by contacting us directly. Please note that even if you opt out of marketing communications, we may still send you transactional messages related to our services.

Third Parties and Data Sharing

We do not sell, trade, or rent your personal information to third parties. However, we work with trusted service providers who help us operate our website and deliver our services. These providers have access to your information only to perform specific tasks on our behalf and are obligated to protect your data.

Third-party services we use include:

• Airtable: For contact form submissions and client relationship management
• SendGrid: For sending email communications
• Vercel: For website hosting and infrastructure

We may also disclose your information if required by law, to protect our rights, or in connection with a legal proceeding, or if necessary to protect the safety of our clients or the public.

Rest assured that we carefully vet all third-party providers to ensure they maintain appropriate security standards and respect your privacy.

Security Measures

We take the security of your personal information seriously and implement industry-standard measures to protect it, including:

• Encryption: All data transmitted between your browser and our website is encrypted using HTTPS/TLS protocols
• Limited Access: We restrict access to personal information to employees and service providers who need it to perform their duties
• Secure Storage: Personal information is stored on secure servers with access controls
• Regular Monitoring: We regularly review and update our security practices

While we strive to protect your personal information, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to using reasonable measures to safeguard your data.

Links to Other Sites

Our website may contain links to third-party websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We strongly advise you to review the privacy policy of every site you visit.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will update the "Last updated" date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please don't hesitate to contact us: