Privacy Policy

Effective Date: July 1, 2023

Last Updated: December 1, 2025

1. Scope

This Website Privacy Policy explains how Benevolent Planning Inc. DBA WealthAdvisor365 (“we,” “us,” or “our”) collects, uses, and shares information through our website (the “Site”). It applies when you:

• Visit the Site
• Submit an inquiry or contact form
• Schedule a meeting using a scheduling link on the Site
• Interact with embedded content, such as videos

This Website Privacy Policy applies only to website visitors. It does not apply to information collected in connection with advisory, financial planning, or tax services provided to clients. Client information is governed by our separate Client Privacy Notice.

2. Information We Collect Through the Site

Information You Provide

We may collect information you voluntarily provide, including:

• Name
• Email address
• Phone number
• Any information you submit through forms, messages, or inquiries

Information Collected Automatically

When you visit the Site, we and our service providers may automatically collect certain information through cookies and similar technologies, including:

• IP address
• Device and browser information
• Pages viewed and links clicked
• Approximate location derived from IP address
• Referring and exit pages
• Date and time of visits

We use analytics tools that rely on cookies to help us understand how visitors use the Site and to improve its performance.

3. How We Use Website Information

We use website information to:

• Operate, maintain, and improve the Site
• Respond to inquiries and requests
• Schedule and manage meetings and communications
• Analyze website traffic and usage trends
• Maintain Site security and prevent fraud or abuse
• Comply with legal and regulatory obligations

4. How We Share Website Information

We may share website information with:

• Website hosting and IT service providers
• Analytics providers
• Scheduling and communication service providers
• Embedded content providers (such as video platforms), when you interact with embedded content
• Professional advisers, including legal and accounting professionals, as necessary
• Government authorities or other parties when required by law, legal process, or to protect rights, safety, and security

We do not sell website visitor information for monetary consideration. We also do not share website visitor information for targeted advertising in the ordinary course of business.

5. Cookies

You can manage cookies through your browser settings, including blocking or deleting cookies. Disabling cookies may affect certain Site functionality.

6. Third-Parties

The Site may contain links to third-party websites or include embedded third-party content. We are not responsible for the privacy practices of those third parties. Your interactions with them are governed by their own privacy policies.

7. Data Retention

We retain website information only for as long as reasonably necessary to fulfill the purposes described in this Website Privacy Policy, unless a longer retention period is required by law or necessary to resolve disputes, enforce agreements, or maintain security records.

8. Security

We use reasonable administrative, technical, and physical safeguards designed to protect website information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

9. Policy Changes

We may update this Website Privacy Policy from time to time. The “Last Updated” date above reflects the most recent revision. Any material changes will be posted on the Site.

10. Contact Information

If you have questions about this Website Privacy Policy or our privacy practices, contact:

compliance@wealthadvisor365.com

Chief Compliance Officer
Benevolent Planning Inc.
DBA WealthAdvisor365