Legal
Last updated: June 22, 2026
This Privacy Policy explains how Strategy West Planning, together with its affiliated partners OHP2016, LLC and ACFSWF, LLC (collectively, "Strategy West Planning," "the Company," "we," "us," or "our"), collects, uses, and shares information when you visit strategywestplanning.com or use the forms, tools, and services available on it (the "Site"). By using the Site, you agree to the practices described in this Policy.
You provide information directly when you submit a form on the Site, such as our testimonial form, our newsletter signup, or a request for one of our guides. Depending on the form, this may include your name, email address, phone number, city, and any other details you choose to include. When you schedule a consultation, you provide the information requested by our scheduling tool.
We and our service providers also collect certain information automatically when you visit the Site, such as your IP address, browser type, device information, pages viewed, referring pages, and the dates and times of your visits. This information is collected through cookies and similar technologies described below.
More detailed personal and financial information, such as the information needed for applications or planning work, is generally collected directly from you through other channels, such as email, phone, or secure document exchange, as part of providing our services. That information is handled confidentially and is not gathered through the Site's public forms.
We use cookies and similar technologies to operate the Site, remember your preferences, understand how the Site is used, and support our marketing. These include essential cookies that are necessary for the Site to function, as well as analytics and advertising technologies provided by third parties such as Google and Meta that help us measure performance and reach the right audiences. You can control cookies through your browser settings, and most browsers allow you to refuse or delete cookies. Some features of the Site may not work properly if you disable certain cookies.
We use the information we collect to respond to your inquiries and provide the services you request, to deliver the guides, newsletters, and other communications you sign up for, and to send marketing and informational communications about our services by email and text message, which you can opt out of at any time. We also use it to operate, maintain, secure, and improve the Site, to understand how visitors use the Site so we can make it better, and to comply with our legal and regulatory obligations.
We do not sell your personal information for money. We share information with service providers who perform functions on our behalf, including providers that operate our forms, customer relationship management, and email marketing (such as GoHighLevel), schedule consultations (such as HubSpot), host the Site (such as Netlify), deliver site content (such as Sanity), and help us measure and promote the Site (such as Google and Meta). These providers may use the information only to perform services for us. We may also share information when required by law, to protect our rights or the safety of others, or in connection with a business transfer such as a merger or acquisition. If we use advertising technologies that are considered "sharing" under certain state privacy laws, you may opt out as described in the section on your privacy choices.
If you sign up for our newsletter, request a guide, submit a form, or otherwise provide your contact information and agree to receive marketing communications, we may send you marketing and informational messages by email and by text message at the phone number you provide. Message frequency varies, and message and data rates may apply to text messages. You can opt out of marketing emails at any time by using the unsubscribe link in any email, and you can opt out of text messages at any time by replying STOP to any message. You may also opt out by contacting us at info@strategywestplanning.com. We may still send you transactional or service-related messages as needed even after you opt out of marketing.
The Site links to third-party websites and services, including consultation scheduling and the external consultation resource for our disability planning services. We do not control these third parties, and their use of your information is governed by their own privacy policies. We encourage you to review the privacy practices of any third-party site you visit.
We retain personal information for as long as it is needed to provide our services, maintain our records, and stay in contact with you. Because many of our communications, such as our newsletter, are ongoing, we generally retain the information you provide indefinitely, and we do not routinely delete information collected through the Site. You may unsubscribe from our communications at any time, and you may ask us to remove your information as described below.
We use reasonable administrative, technical, and physical safeguards designed to protect the information we hold. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security. Sensitive information related to applications or planning work is handled through secure channels rather than the Site's public forms.
You have choices about your information. You can unsubscribe from marketing emails at any time using the link in any email, and you can stop text messages at any time by replying STOP. You may also contact us at info@strategywestplanning.com to request access to, correction of, or deletion of the personal information we hold about you, and we will respond consistent with applicable law. Depending on where you live, you may have additional rights under state privacy laws, such as those available to residents of California, including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sharing of your information for targeted advertising. You can exercise these rights by contacting us at the email above, and we will not discriminate against you for doing so.
The Site is intended for adults and is not directed to children. We do not knowingly collect personal information from anyone under the age of eighteen, and we do not knowingly collect information from children under thirteen. If you believe a child has provided us with personal information, please contact us so we can remove it.
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the Site after any change constitutes your acceptance of the updated Policy.
If you have questions about this Privacy Policy or how we handle your information, please contact us at info@strategywestplanning.com.