Lionhead Financial Planning (“we,” “us,” or “our”) is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, services, or communications—including phone calls, emails, and text messages. By using our website or providing your information to us, you agree to the terms of this Privacy Policy. 

When you opt-in to our SMS program, we may collect your phone number and any other information you provide to us through SMS. SMS opt-in or phone numbers for the purpose of SMS are not shared with any third party or affiliate company for marketing purposes. We may share your information with service providers who assist us in delivering SMS messages and law enforcement or regulatory agencies if required by law. 

We only collect information necessary to provide our financial services, communicate with you, and comply with our professional obligations. We may collect the following types of information:

• Contact information: such as your name, address, phone number, and email address.
• Communication preferences: including whether you wish to receive text messages, emails, or phone calls.
• Client information: details you provide in connection with your financial planning and account management matters.
• Technical information: such as your IP address, browser type, and how you interact with our website (collected automatically through cookies and analytics tools).

We only send text messages to clients and contacts who have expressly consented to receive them. We use the information we collect to:

• Respond to your inquiries and provide customer support.
• Send appointment and event reminders, updates, and confirmations via text message, email, or phone.
• Send company updates or resources, when you’ve chosen to receive them.
• Comply with legal and ethical obligations under applicable law.

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. While no system can guarantee absolute security, we take privacy seriously and maintain best practices to keep your data secure. We do not share your information for marketing purposes outside of Lionhead Financial Planning.

To manage your preferences, follow the steps below:

• Opt-in to receiving SMS messages from us at any time by texting “START” directly to (877) 465-0977.
• Opt-out of receiving SMS messages from us at any time by replying “STOP” to any message you receive.
• For assistance when communicating with us using SMS, reply “HELP” to any message you receive or call (877) 465-0977.
• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Message frequency may vary depending on the type of communication. For example, you may receive up to two SMS messages per week related to your appointments. Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Our website may use cookies and analytics tools (such as Google Analytics) to understand how visitors use our site. You can adjust your browser settings to refuse cookies if you prefer.

We may update this Privacy Policy periodically. The “Last updated” date above will always reflect the latest version. Continued use of our website or services after changes are posted indicates your acceptance of those changes.

If you have any questions about this Privacy Policy or your personal information, or if you wish to review, correct, or delete your personal information, please contact us at:

Lionhead Financial Planning
Email: client@lionheadfinancialfp.com
Phone: (877) 465-0977
Website: https://lionheadfinancial.com
Mailing Address: 3 Walden Ridge Drive, Suite 350, Asheville, NC 28803