Privacy Policy

Last Updated: 01/19/2026

STR Planning, LLC ("STR Planning," "Strengthen My Retirement," "we," "us," or "our") respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website(s) (the "Site") or use any products or services offered by STR Planning, including Strengthen My Retirement™ (collectively, the "Services").

By accessing or using the Site or Services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect information about you in the following ways.

1. Personal Information You Provide

When you register for Services, purchase a product, schedule coaching, contact us, or otherwise interact with us, you may voluntarily provide information including:

Name
Email address
Telephone number
Mailing address
Billing and payment information
Account login credentials
Information submitted through forms, worksheets, questionnaires, assessments, or coaching materials

2. Financial and Retirement Planning Information

As part of our retirement coaching and educational services, you may voluntarily provide financial, retirement, insurance, tax, income, expense, investment, or planning-related information.

This information is used solely to provide coaching, educational content, retirement planning organization, assessments, and related Services.

STR Planning does not access, custody, or directly manage your financial accounts.

3. Automatically Collected Information

When you visit the Site, we may automatically collect information such as:

IP address
Browser type
Device type
Operating system
Pages visited
Actions taken on the Site
Referring websites or URLs
Date and time of access

This information is used for analytics, security, troubleshooting, and improving the performance of the Site.

Use of AI Tools

Some Services may include AI-assisted features designed to help organize information, summarize responses, reduce manual data entry, or improve the coaching experience.

When AI tools are used:

AI serves only as a supporting technology.
AI does not make financial decisions or provide personalized financial advice.
AI-generated information is educational in nature and is reviewed within the context of our coaching process.
STR Planning does not use your personal information to train publicly available AI models.

How We Use Your Information

We may use your information to:

Provide and administer our Services
Process payments and subscriptions
Schedule and deliver coaching sessions
Create and maintain your account
Communicate with you regarding Services, updates, or support
Improve our products, tools, and user experience
Maintain security and prevent fraud
Comply with legal, regulatory, and contractual obligations

How We Share Your Information

STR Planning does not sell your personal information.

We may disclose information:

To trusted third-party service providers who assist with payment processing, website hosting, scheduling, communications, analytics, customer support, or technology services
When required by applicable law, court order, subpoena, or other legal process
To protect the rights, property, safety, or legal interests of STR Planning or others
In connection with a merger, acquisition, business transfer, asset sale, or similar corporate transaction

Third-party service providers are contractually required to safeguard your information and use it only for authorized business purposes.

Third-Party Websites and Services

The Site may contain links to third-party websites, applications, or services.

STR Planning is not responsible for the privacy practices, policies, security, or content of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

Cookies and Tracking Technologies

We may use cookies and similar technologies to:

Improve website functionality
Analyze website traffic and usage
Remember user preferences
Enhance your browsing experience

You may disable cookies through your browser settings; however, doing so may affect certain Site features.

Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information.

Despite these efforts, no method of electronic transmission or storage is completely secure. Accordingly, STR Planning cannot guarantee absolute security.

Data Retention

We retain personal information only for as long as reasonably necessary to:

Provide Services
Maintain business records
Comply with legal, regulatory, tax, or accounting obligations
Resolve disputes
Enforce agreements

When information is no longer required, we will securely delete or anonymize it where commercially reasonable.

Your Rights and Choices

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to:

Request access to your personal information
Request correction of inaccurate information
Request deletion of personal information (subject to applicable legal requirements)
Opt out of marketing communications

Requests may be submitted by emailing support@strplanning.com.

Children's Privacy

The Site and Services are intended for adults and are not directed to children under the age of 18.

We do not knowingly collect personal information from children under 18. If we learn that such information has been collected, we will take reasonable steps to delete it.

Changes to This Privacy Policy

We may revise this Privacy Policy from time to time.

Any changes become effective when the updated Privacy Policy is posted on the Site. Your continued use of the Site or Services after changes are posted constitutes your acceptance of the revised Privacy Policy.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact us:

Email: support@strplanning.com

Telephone: 843-783-9029

Mailing Address:

STR Planning, LLC
4030 Wake Forest Rd., Suite 349
Raleigh, NC 27609

Please do not send sensitive financial information by email.