
Privacy Policy
1. Information We Collect
We may collect the following information:
Name
Email address
Phone number
Submitted documents
Consultation details
Website usage data
2. How We Use Your Information
Your information is used to:
Provide consultations and services
Send appointment reminders and updates
Respond to support requests
Deliver relevant communication
Improve our website and customer experience
We do not sell or share your personal data with third parties for marketing purposes.
3. SMS Consent & Messaging
By submitting your phone number, you agree to receive SMS messages from Plan B Solutions LLC. These messages include:
Appointment confirmations
Reminders
Follow-ups
Customer support updates
Reply STOP to opt out anytime. Reply HELP for assistance.
4. Information Security
We implement reasonable security measures to protect your data. However, no system is 100% secure, so we cannot guarantee absolute protection.
5. Cookies & Website Tracking
Our website may use cookies or tracking tools to enhance user experience and analyze site performance.
You may disable cookies in your browser settings.
6. Third-Party Services
We may use third-party platforms such as:
Payment processors
CRM systems (including GHL/LeadConnector)
Email and SMS services
These providers have their own privacy policies. We are not responsible for how third parties process your data.
7. Data Retention
We retain your information as long as necessary to provide services or comply with legal obligations.
8. Your Rights
You may:
Request access to your data
Request correction of your data
Request deletion where legally permissible
Opt out of communications
9. Updates to This Privacy Policy
We may update this policy at any time. Continued use of our website or services means you accept the updated version.
Terms of Service
1. Company Information
Plan B Solutions LLC provides financial consulting, credit education, and related client support services. We offer consultations, resources, and guidance to help clients manage and improve their financial profiles.
2. Use of Our Services
By using our services, you agree that:
You are at least 18 years old.
You will provide accurate and truthful information.
You will not misuse, copy, or redistribute any content found on this website.
You understand all results vary depending on personal financial history and actions.
3. Consultations & Communications
By filling out a form, booking a consultation, or contacting us, you consent to receive SMS, email, or phone communications related to appointments, updates, or support.
You may reply STOP to unsubscribe from SMS at any time.
4. Payments & Refunds
All payments made for consultations, digital products, and services are final unless stated otherwise in writing. Once services begin, no refunds are provided.
5. Disclaimer
Plan B Solutions LLC does not guarantee specific credit score increases, financial approvals, or outcomes. We provide educational guidance and consulting.
Nothing on this website should be considered legal, financial, or tax advice.
6. Limitation of Liability
Plan B Solutions LLC is not liable for any damages arising from:
Use of our services
Misinterpretation of information
Third-party actions or credit bureaus
7. Changes to Terms
We may update these Terms at any time. Continued use of our services means you accept the revised Terms.