Our Commitment
Andrew Scheffer provides fee-only fiduciary financial planning through Core Planning, LLC, an SEC-registered investment adviser. We take your personal privacy seriously. We never sell your personal information, and we never collect sensitive financial data such as Social Security numbers, account numbers, or balances through our online forms or quizzes.
Information We Collect
When you interact with our website, take our quiz, or schedule a Financial Clarity Call, we may collect:
- Contact details: first name, last name, email address, and phone number.
- Responses to quiz and assessment questions regarding your general financial concerns and priorities.
- Scheduling information: preferred appointment times and notes you choose to share.
- Technical data: IP address, browser type, device type, and referral sources (UTM parameters).
How We Use Your Information
- To provide your quiz results and personalized call agendas.
- To schedule and confirm your complimentary Financial Clarity Call via Zoom.
- To send appointment reminders via email and text message (only if you have provided SMS consent).
- To respond directly to your inquiries and requests for financial planning advice.
SMS Text Messaging & Consent
If you provide your mobile phone number and check the consent box, you agree to receive transactional and reminder text messages regarding your Financial Clarity Call from Core Planning, LLC at +1 (914) 768-1156 or (917) 670-9177. Message & data rates may apply. Message frequency varies. You may reply STOP at any time to opt out, or text HELP for assistance. We do not sell or share phone numbers with third parties for marketing purposes.
Contact Information
If you have any questions about this Privacy Policy, please contact:
Andrew Scheffer
Core Planning, LLC
11 Meadow Road, Scarsdale, NY 10583
Email: admin@andrewscheffer.info · Phone: 914-472-5694