Privacy Policy

Privacy Policy

Last Updated: June 8, 2026

Preplanning Expert ("Company," "we," "our," or "us") values your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, submit information through our forms, communicate with us, or use our services.

Information We Collect

We may collect personal information that you voluntarily provide, including:

- Name

- Email address

- Phone number

- Mailing address

Information submitted through contact forms, consultation requests, surveys, or other communications

We may also automatically collect certain information when you visit our website, including:

- IP address

- Browser type

- Device information

- Website activity and usage data

- Cookies and similar tracking technologies

How We Use Your Information

We may use the information we collect to:

- Respond to inquiries and requests

- Schedule and confirm appointments

- Provide preplanning resources and educational content

- Deliver customer service and support

- Send service-related notifications

- Improve our website, services, and customer experience

- Send marketing and promotional communications when you have provided consent

- Comply with legal obligations

SMS/Text Messaging Communications

By providing your mobile phone number and expressly consenting to receive text messages, you agree to receive SMS communications from Matthew Richards, Preplanning Expert.

Messages may include:

- Appointment reminders

- Consultation confirmations

- Customer support communications

- Account notifications

- Educational information

- Promotional and marketing messages

Message frequency may vary. Message and data rates may apply.

You may opt out at any time by replying STOP to any text message you receive from us. For assistance, reply HELP or contact us directly using the information provided below.

Consent to receive SMS messages is not a condition of purchase.

How We Share Information

We do not sell, rent, or share your personal information with third parties for their marketing purposes.

We may share information with trusted service providers who assist in operating our business, including:

- Customer relationship management (CRM) platforms

- Scheduling and calendar services

- Website hosting providers

- Email and SMS communication providers

- Analytics providers

These service providers are authorized to use your information only as necessary to provide services on our behalf and are required to maintain appropriate safeguards.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

SMS Consent

You may opt in to receive SMS communications from us by:

- Completing a website form

- Scheduling a consultation

- Requesting information about our services

- Providing consent during a phone call or other documented interaction

Your consent applies only to communications from Matthew Richards, Preplanning Expert and may be revoked at any time by replying STOP.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, analyze website performance, and enhance user experience. You may adjust your browser settings to disable cookies; however, some features of the website may not function properly.

Your Privacy Rights

You may have the right to:

- Request access to your personal information

- Request correction of inaccurate information

- Request deletion of your personal information

- Withdraw consent to marketing communications

- Opt out of SMS communications by replying STOP

To exercise any of these rights, please contact us using the information below.

Children's Privacy

Our services are intended for adults and are not directed toward children under the age of 18. We do not knowingly collect personal information from individuals under 18 years of age.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of those websites. We encourage you to review their privacy policies before providing any personal information.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last Updated" date. Continued use of our website after changes are posted constitutes acceptance of the revised Privacy Policy.

Contact Us

Preplanning Expert

Email: [email protected]