Privacy Policy

Privacy Policy

Last Updated: April 18, 2026

Dynamic Financial Planning LLC (“Dynamic Financial Planning,” “we,” “us,” or “our”) is a fee-only financial planning firm based in Phoenix, Arizona. We specialize in working with high-earning individuals and families, including professionals with equity compensation.

We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you visit www.dynamic-fp.com (the “Website”) or engage with our financial planning services.

1. Information We Collect

Personal Information You Provide

We may collect personal information you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Financial information you choose to share

  • Information submitted through contact forms, scheduling tools, or questionnaires

You may provide this information when you:

  • Schedule a consultation

  • Subscribe to emails or newsletters

  • Complete a form or questionnaire

  • Communicate with us directly

Automatically Collected Information (Usage Data)

When you visit our Website, we may automatically collect:

  • IP address

  • Browser type and version

  • Pages visited and time spent

  • Device type

  • Referring URLs

This helps us improve our Website and better serve visitors seeking financial planning guidance.

2. How We Use Your Information

We use your information to:

  • Respond to inquiries and communicate with you

  • Provide financial planning services (if you become a client)

  • Deliver content, newsletters, or updates (you can opt out anytime)

  • Improve our Website, services, and user experience

  • Comply with legal and regulatory obligations

We do not sell your personal information.

3. Sharing of Information

We only share your information in limited circumstances:

  • Service Providers: Trusted vendors (CRM systems, scheduling tools, email platforms)

  • Legal Requirements: When required by law or regulation

  • Business Transfers: In the event of a merger or sale

  • With Your Consent: When you authorize us

All third parties are expected to protect your information.

4. Financial Information & Confidentiality

As a financial planning firm, we may receive sensitive financial information.

We handle all client information in accordance with:

  • Applicable laws and regulations

  • Professional fiduciary standards

Client information is treated as confidential and used only to provide financial planning and investment advisory services.

5. Cookies and Tracking Technologies

We use cookies to:

  • Improve Website functionality

  • Analyze traffic and usage patterns

  • Enhance user experience

You may disable cookies in your browser settings. Some features may not function properly.

6. Data Retention

We retain information only as long as necessary to:

  • Provide services

  • Comply with legal and regulatory requirements

  • Maintain required records

  • Resolve disputes

7. Data Security

We implement reasonable safeguards to protect your information.

However, no system is completely secure, and we cannot guarantee absolute security.

8. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access your personal information

  • Correct inaccurate information

  • Request deletion (subject to legal obligations)

  • Opt out of marketing communications

To exercise these rights, contact us below.

9. Children’s Privacy

This Website is not intended for individuals under 13. We do not knowingly collect information from children.

10. Third-Party Links

Our Website may include links to third-party websites. We are not responsible for their privacy practices.

11. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted here.

12. Contact Information

Dynamic Financial Planning LLC
Scottsdale, Arizona
anthony@dynamic-fp.com
602-373-2216

13. Important Disclosure

Dynamic Financial Planning LLC is a fee-only financial planner serving high earners and professionals.

Information on this Website is for informational purposes only and does not constitute personalized financial, investment, tax, or legal advice. A client relationship is only established through a written agreement.