When you contact MW Financial Planning through our website, online forms, social media advertisements, or other digital platforms, we may collect information such as your name, telephone number, email address, and information you choose to provide about your financial planning, insurance, mortgage, or other financial needs.

We collect this information for the purpose of:

• responding to your inquiry or request; 
• contacting you regarding the services or information you requested; 
• determining how we may be able to assist you; 
• scheduling an appointment or consultation; and 
• where applicable, providing information about financial products or services you have requested. 

Information submitted through an online form will be treated in accordance with this Privacy Policy. We do not sell your personal information.

Online forms and digital communications may be provided through third-party technology platforms. Information submitted through those platforms may be processed or stored by the applicable service provider on our behalf. We take reasonable steps to ensure that service providers handling personal information maintain appropriate safeguards.

Submitting an online inquiry does not establish a client relationship with MW Financial Planning or any affiliated insurance, investment, or mortgage brokerage. Information will not be used to submit an application for a financial product without obtaining the additional information and consent required for that purpose.