Privacy Policy

Purpose Financial Planning LLC

Last updated: October 22, 2026

Purpose Financial Planning LLC ("Purpose Financial Planning," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information submitted through www.purposefinancialplanning.com, including our contact form, online planning resources, and SMS messaging program.


1. Information We Collect

We may collect information that you voluntarily provide through our website, including:

  • Your name
  • Your email address
  • Your mobile phone number
  • Information included in an inquiry, message, or consultation request
  • Information you enter into our online planning resources, such as the Social Security Optimizer, Estate Planning Checkup, or Business Value Assessment
  • Your communication preferences
  • Your selection regarding SMS consent

We may also collect limited technical information, such as browser type, device type, IP address, pages visited, and website usage information.


2. How We Use Information

We may use collected information to:

  • Respond to questions and requests
  • Schedule and manage consultations and appointments
  • Provide information about our services, including financial planning, investment management, retirement income planning, Social Security planning, estate planning, long-term care planning, and business owner planning
  • Send service-related communications
  • Send SMS messages when an individual has expressly opted in
  • Maintain, protect, and improve our website
  • Prevent fraud or misuse
  • Meet applicable legal and regulatory obligations


We use mobile phone numbers for SMS messaging only when the individual has provided the necessary consent or another legally permitted basis applies.


3. SMS Privacy

We do not sell, rent, or share mobile phone numbers or SMS consent information with third parties or affiliates for their marketing or promotional purposes.

Mobile information may be shared with service providers that help us operate our messaging program, including messaging platforms, telecommunications carriers, and technology providers. These providers may use the information only as necessary to provide services on our behalf.

SMS opt-in data and consent will not be transferred to third parties or affiliates for their own marketing or promotional use.


4. SMS Communications

Individuals who expressly opt in may receive text messages from Purpose Financial Planning LLC concerning:

  • Responses to inquiries
  • Consultation and appointment confirmations and reminders
  • Reminders for events for which the individual registered
  • Service-related updates


Message frequency varies, but will not exceed 4 messages per month. Message and data rates may apply.

Reply STOP to any message to opt out. Reply HELP for assistance, or call us at (773) 466-2610.

Consent to receive SMS messages is optional and is not a condition of purchasing any goods or services.

Additional information is available in our SMS Terms & Conditions.


5. When We Disclose Information

We may disclose information:

  • To service providers working on our behalf
  • When required by law, regulation, subpoena, or legal process
  • To protect our rights, users, systems, or property
  • In connection with a business reorganization, merger, or similar transaction, subject to applicable privacy obligations


We do not permit service providers to use mobile phone numbers or SMS consent information for their own marketing purposes.


6. Cookies and Website Analytics

Our website may use cookies or similar technologies to operate the website, understand usage, improve performance, and maintain security.

Users may adjust their browser settings to limit cookies. Some website functions may not operate correctly if cookies are disabled.


7. Data Retention and Security

We retain information only for as long as reasonably necessary for the purposes described in this policy or as required by law.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, storage system, or transmission method can be guaranteed to be completely secure.


8. Your Choices

You may contact us to request an update or correction to information you previously submitted, subject to applicable legal and recordkeeping requirements.

You may opt out of SMS messages at any time by replying STOP. Opting out of SMS messages will not prevent you from submitting a contact form or communicating with us by phone or email.


9. Children's Privacy

Our website and SMS program are not directed to children under 13. We do not knowingly collect personal information from children under 13.


10. Changes to This Policy

We may update this Privacy Policy periodically. When changes are made, we will post the revised policy on this page and update the "Last updated" date.


11. Contact Us

Questions about this Privacy Policy may be directed to:

Purpose Financial Planning LLC


1600 East McConnor Parkway,

Suite 1118

Schaumburg, Illinois 60173


Email: dkaibel@purposefinancialplanning.com

Phone: (773) 466-2610