Protecting your private information is our priority. This Statement of Privacy applies to

PHXPlan.com, and Phoenician Financial Planning and governs data collection and usage. For the

purposes of this Privacy Policy, unless otherwise noted, all references to Phoenician Financial

Planning include PHXPlan.com and PHXPlan. The PHXPlan website is a Professional Services

site. By using the PHXPlan website, you consent to the data practices described in this statement.

Collection of your Personal Information

PHXPlan may collect anonymous demographic information, which is not unique to you, via

Google Analytics.

We do not collect any personal information about you unless you voluntarily provide it to us.

However, you may be required to provide certain personal information to us when you elect to

use certain products or services. These may include: (a) registering for an account; (b) entering a

sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers

from selected third parties; (d) sending us an email message; (e) submitting your credit card or

other payment information when ordering and purchasing products and services. To wit, we will

use your information for, but not limited to, communicating with you in relation to services

and/or products you have requested from us. We also may gather additional personal or non-

personal information in the future.

Sharing Information with Third Parties

PHXPlan does not sell, rent or lease its customer lists to third parties.

PHXPlan may share data with trusted partners to help perform statistical analysis, send you

email or postal mail, provide customer support, or arrange for deliveries. All such third parties

are prohibited from using your personal information except to provide these services to

PHXPlan, and they are required to maintain the confidentiality of your information.

PHXPlan may disclose your personal information, without notice, if required to do so by law or

in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or

comply with legal process served on PHXPlan or the site; (b) protect and defend the rights or

property of PHXPlan; and/or (c) act under exigent circumstances to protect the personal safety of

users of PHXPlan, or the public.

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by

PHXPlan. This information can include: your IP address, browser type, domain names, access

times and referring website addresses. This information is used for the operation of the service,

to maintain quality of the service, and to provide general statistics regarding use of the PHXPlan

website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the

content or privacy practices of such other sites. We encourage our users to be aware when they

leave our site and to read the privacy statements of any other site that collects personally

identifiable information.

Security of your Personal Information

PHXPlan secures your personal information from unauthorized access, use, or disclosure.

PHXPlan uses the following methods for this purpose:

 – SSL Protocol

When personal information (such as a credit card number) is transmitted to other websites, it is

protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or

alteration of your personal information. Unfortunately, no data transmission over the Internet or

any wireless network can be guaranteed to be 100% secure. As a result, while we strive to

protect your personal information, you acknowledge that: (a) there are security and privacy

limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and

privacy of any and all information and data exchanged between you and us through this Site

cannot be guaranteed.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

• Delete your personal information from our records; and

• Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information

if it is necessary to:

• Complete the transaction for which the personal information was collected, fulfill the

terms of a written warranty or product recall conducted in accordance with federal law,

provide a good or service requested by you, or reasonably anticipated within the context

of our ongoing business relationship with you, or otherwise perform a contract between

you and us;

• Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal

activity; or prosecute those responsible for that activity;

• Debug to identify and repair errors that impair existing intended functionality;

• Exercise free speech, ensure the right of another consumer to exercise his or her right of

free speech, or exercise another right provided for by law;

• Comply with the California Electronic Communications Privacy Act;

• Engage in public or peer-reviewed scientific, historical, or statistical research in the

public interest that adheres to all other applicable ethics and privacy laws, when our

deletion of the information is likely to render impossible or seriously impair the

achievement of such research, provided we have obtained your informed consent;

• Enable solely internal uses that are reasonably aligned with your expectations based on

your relationship with us;

• Comply with an existing legal obligation; or

• Otherwise use your personal information, internally, in a lawful manner that is

compatible with the context in which you provided the information.

Children Under Thirteen

PHXPlan does not knowingly collect personally identifiable information from children under the

age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for

permission to use this website.

E-mail Communications

From time to time, PHXPlan may contact you via email for the purpose of providing

announcements, promotional offers, alerts, confirmations, surveys, and/or other general

communication. In order to improve our Services, we may receive a notification when you open

an email from PHXPlan or click on a link therein.

If you would like to stop receiving marketing or promotional communications via email from

PHXPlan, you may opt out of such communications by Customers may unsubscribe from emails

by clicking on the UNSUBSCRIBE button.

Changes to this Statement

PHXPlan reserves the right to change this Privacy Policy from time to time. We will notify you

about significant changes in the way we treat personal information by sending a notice to the

primary email address specified in your account, by placing a prominent notice on our website,

and/or by updating any privacy information. Your continued use of the website and/or Services

available after such modifications will constitute your: (a) acknowledgment of the modified

Privacy Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

PHXPlan welcomes your questions or comments regarding this Statement of Privacy. If you

believe that PHXPlan has not adhered to this Statement, please contact PHXPlan at:

Phoenician Financial Planning

4152 N 4 th Ave

Phoenix, Arizona 85013

Email Address:

jkroberts@phxplan.com

Telephone number:

602-295-2789

Effective as of November 08, 2021