INTRODUCTION

Heal. Plan. Invest (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, mobile site, or any related digital properties(collectively, the “Site”).

By accessing the Site, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of the Site.

1. Changes to This Policy

We may update this Privacy Policy at any time. When changes occur, the “Last Updated” date will be revised. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.

2. Information We Collect

Personal Information You Provide 

We may collect personal information you voluntarily provide, including:

• Name
• Email address
• Telephone number
• Mailing address
• Demographic information (age, gender, interests)
• Information submitted through forms, chat, or interactive features

You may choose not to provide personal information, but doing so may limit access to certainSite features.

Automatically Collected Information 

When you access the Site, we may automatically collect:

• IP address
• Browser type
• Operating system
• Access times
• Pages viewed before and after visiting the Site

Mobile Device Information

If you access the Site via mobile device, we may collect:

• Device ID
• Model and manufacturer
• Location data (if enabled)

Third‑Party Information

We may receive information from third parties if you connect your account or grant permission for data sharing.

3. SMS Messaging Policy

Message Terms

• Message and data rates may apply.
• Message frequency varies.
• You may text HELP for assistance or STOP to unsubscribe.
• Contact us at (404) 267‑1746 or support@healplaninvest.com.

SMS Opt‑Out

You may opt out at any time by replying STOP, CANCEL, or UNSUBSCRIBE. After opting out, you will receive a confirmation message, and your number will be removed from our SMS list within 24 hours.

TCR‑Compliant Mobile Privacy Commitment

We will not sell, rent, share, disclose, or transfer your mobile number or SMS opt‑in information to any third parties under any circumstances.

This includes affiliates, partners, service providers, or external organizations.

Your mobile number and SMS consent will be used solely to deliver messages you have opted in to receive.

SMS opt‑in information is never shared, even if other types of personal data are shared for operational purposes elsewhere in this policy.

4. How We Use Your Information

We use collected information to:

• Provide and improve Site functionality
• Send appointment reminders, service updates, or promotional messages 
• Process payments and refunds
• Respond to customer service requests
• Personalize your experience
• Monitor usage trends
• Prevent fraud and enhance security
• Administer promotions or contests
• Send newsletters or updates
• Conduct internal analytics

‍5. Disclosure of Your Information

We may share non‑SMS‑related information in the following limited circumstances:

‍Legal Compliance

We may disclose information to comply with legal obligations, respond to subpoenas, or protect rights, property, and safety.

Service Providers

We may share non‑SMS personal information with vendors who assist in operating the Site or delivering services. These providers may use information only to perform services on our behalf and are prohibited from accessing or using mobile numbers or SMS opt‑in data.

Marketing Communications

We do not share your personal information with third parties for their marketing purposes.

Online Content

Any content you post publicly on the Site may be visible to others.

6. Tracking Technologies

We may use cookies, web beacons, and similar technologies to enhance your experience. You may disable cookies in your browser settings, though doing so may affect Site functionality.

We may use third‑party analytics and advertising tools. These vendors may use cookies to analyze Site usage. We do not transfer personal information to these vendors.

7. Third‑Party Websites

The Site may contain links to external websites. We are not responsible for their privacy practices. Review third‑party policies before providing personal information.

8. Security

We use administrative, technical, and physical safeguards to protect your information. However, no system is completely secure, and we cannot guarantee absolute protection.

9. Children’s Privacy

We do not knowingly collect information from children under 13. If you believe such data has been collected, contact us immediately. 

10. Do‑Not‑Track Signals  

We do not currently respond to browser DNT signals. If standards change, we will update this policy accordingly.

11. Your Choices

Email Communications

You may opt out of emails by contacting us at the information below.

Third‑Party Communications

To stop communications from third parties, contact them directly.

12. Contact Us

Heal. Plan. Invest

800 Battery Avenue SE

Suite 300

Atlanta, GA 30339

support@healplaninvest.com

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