Privacy Policy

Last Updated: March 9, 2026

LyfePlan LLC (“LyfePlan”, “we”, “our”, or “us”) operates the LyfePlan website and application available at https://lyfeplan.co (the “Service”).

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

If you have any questions about this Privacy Policy, you can contact us at:

Email: privacy@lyfeplan.co

1. Information We Collect

We may collect several types of information from users of our Service.

Personal Information

When you create an account or use LyfePlan, we may collect the following personal information:

• Name
• Email address
• Authentication information from third-party identity providers (such as Google, Apple, Facebook, or LinkedIn)
• Financial information that you voluntarily enter into the application
• Documents or files that you upload
• Account preferences and settings

Usage and Analytics Data

We may automatically collect certain information about how the Service is accessed and used, including:

• Browser type
• Device type
• IP address
• Pages visited
• Interaction with the Service

This information is used to improve the functionality and performance of the Service.

2. How We Use Your Information

We use the information we collect for purposes including:

• Creating and managing user accounts
• Providing the features and functionality of the LyfePlan Service
• Processing payments and managing subscriptions
• Improving and maintaining the Service
• Monitoring performance and usage trends
• Communicating with users about account activity or updates

We do not sell personal information to third parties.

3. Authentication and Third-Party Login Providers

LyfePlan supports authentication through third-party identity providers including:

• Google
• Apple
• Facebook
• LinkedIn
• Email/password authentication

If you sign in using a third-party provider, we may receive basic profile information such as your name, email address, and unique account identifier.

We use this information only for authentication and account management.

4. Google User Data

If you choose to sign in using Google Sign-In, LyfePlan may access basic profile information provided by Google, such as:

• Your name
• Your email address
• Your Google account identifier

This information is used solely for authentication and account creation.

LyfePlan’s use and transfer of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

Google user data will not be used for advertising, sold to third parties, or used for unrelated purposes.

5. Third-Party Services

LyfePlan relies on several third-party service providers to operate the Service.

These providers may process certain user data on our behalf.

Authentication

Clerk
Used for authentication and account management.

Payments

Stripe
Used to process payments and subscriptions. LyfePlan does not store full payment card details.

Analytics

Umami
Used to understand how users interact with the Service.

Hosting and Infrastructure

Fly.io
Used to host the application and infrastructure supporting the Service.

These providers are contractually obligated to process data only as necessary to provide their services.

6. Data Storage and Security

We take reasonable administrative, technical, and organizational measures to protect user information from unauthorized access, disclosure, alteration, or destruction.

However, no system can guarantee absolute security.

7. Data Retention

We retain personal information only for as long as necessary to provide the Service and fulfill the purposes described in this Privacy Policy.

If you delete your account, we will delete or anonymize your personal information within a reasonable period of time unless retention is required for legal or operational purposes.

8. User Data Deletion

Users may delete their account and associated data from within the application.

If you delete your account:

• Your personal information will be removed from our systems
• Uploaded documents and financial data will be deleted
• Authentication credentials will be revoked

If you need assistance deleting your data, you may contact us at:

david@lyfeplan.co

9. Children’s Privacy

The Service is not intended for use by individuals under the age of 13. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

If we make material changes, we will update the “Last Updated” date at the top of this policy.

11. Contact Information

If you have questions or concerns about this Privacy Policy, please contact:

LyfePlan LLC
Email: privacy@lyfeplan.co

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