Privacy matters here.

Effective date: October 15, 2026

Information you share

When you contact Quillby Financial Planning, you may choose to share your name, contact details and information about what you would like to discuss. We use that information to respond to you and to provide financial planning services.

How information is used

We do not sell personal information. We use it to communicate with you, arrange meetings, provide services and meet applicable legal or regulatory responsibilities.

Questions

For privacy questions, contact hello@quillbyplanning.example.