Privacy Policy

Your privacy is important to us. This Privacy Policy explains how Aerden LLC (“Aerden Planning,” “we,” “our,” or “us”) collects, uses, shares, and protects your personal information when you visit our website or engage with our services. We are a fee-only, advice-only financial planning firm that provides stand-alone planning sessions and does not offer ongoing portfolio management, trading authority, or custodial services.

1) Information We Collect

We collect the following categories of personal information:

• Information you provide: Name, email, phone number, intake form details, and any information shared during scheduling or financial planning sessions.
• Payment information: Stripe processes your payment information securely. We do not store full card numbers.
• Automatically collected: IP address, browser/device data, standard cookies, and website analytics.
• Scheduling information: Calendly booking data and information submitted during the scheduling process.

2) How We Use Your Information

We use your information to:

• Provide financial planning services
• Communicate regarding appointments and follow-up materials
• Process payments securely
• Improve our website and user experience
• Maintain regulatory and business records
• Comply with legal obligations

We do not sell your information or share it for third-party marketing.

3) How We Share Information

We only share personal information in the following ways:

• Service providers: Stripe (payments), Calendly (scheduling), website hosting/analytics tools.
• Legal/regulatory reasons: If required to respond to lawful requests.

We do not share information for affiliate marketing, non-affiliate marketing, or joint marketing.

4) Your Rights

You may request access, updates, or deletion of certain personal information, subject to regulatory retention requirements. Contact us at aerdenplanning@outlook.com.

5) How We Protect Your Information

We use administrative, technical, and physical security measures including encrypted platforms, restricted access, secure storage, and strong authentication practices.

6) Cookies & Tracking

We use standard browser cookies to improve performance, analyze site usage, and enhance the user experience. You may disable cookies in your browser settings.

7) Children’s Privacy

Our site and services are not intended for children under 18. We do not knowingly collect information from minors.

8) Changes to This Policy

We may update this Privacy Policy periodically. The updated version will appear on this page with a new effective date. Continued use of the site constitutes acceptance.

9) Contact Us

Aerden LLC d/b/a Aerden Planning
Cheyenne, WY 82001
aerdenplanning@outlook.com

10) Required Financial Privacy Notice (GLBA)

Federal law requires financial companies to explain how they collect, use, and share personal information. This section outlines our practices.

Reason we can share your personal information	Do we share?	Can you limit this?
For our everyday business purposes (processing payments, scheduling, compliance)	Yes	No
For our marketing purposes	No	N/A
For joint marketing with other financial companies	No	N/A
For affiliates’ everyday business purposes	No	N/A
For non-affiliates to market to you	No	N/A