Privacy Policy

1. What Information Do We Collect?

Personal Information You Provide

Name, contact info (email, phone, address), Financial or insurance dataHealth data (if relevant to services), Government-issued identification (as required), Preferences for communication

Automatically Collected Information

Device type, IP address, browser, time on siteLocation data (via device or IP)Cookies and behavior analytics

You may restrict cookie tracking in your browser settings.

2. How Do We Process Your Information?

We process your data to:

Deliver services and financial planning, Schedule and conduct calls (including AI-assisted voice calls), Send you communications, updates, and marketing (if opted-in), Maintain platform and client data security, Meet legal and compliance obligations, Improve our offerings and digital experiences

3. When and With Whom Do We Share Your Information?

We may share your data with:

CRM providers, communication tools (e.g., GoHighLevel, Twilio), Financial or insurance service platforms (only as needed), Legal or governmental entities (if required by law), Affiliates operating under this privacy policy, Business successors during a sale or reorganization

4. Do We Use Cookies and Tracking Technologies?

Yes. We and third-party providers (e.g., Google, Meta) use cookies to:

Maintain your session, Prevent fraud, Analyze site traffic, Personalize content, Retarget relevant ads

You can opt out of most tracking cookies using tools like Google’s Ad Settings.

5. How Long Do We Keep Your Information?

We keep your data as long as necessary to fulfill the purposes above or meet legal obligations. When it’s no longer required, we securely delete or anonymize it.

6. How Do We Keep Your Information Safe?

We use Encrypted servers and secure hosting, Role-based access controls, Ongoing employee training, Regular security audits

However, no system is completely immune to breaches, and we cannot guarantee absolute security.

7. Do We Collect Information from Minors?

No. We do not knowingly collect personal information from individuals under age 18. If such information is discovered, we will delete it promptly.

8. What Are Your Privacy Rights?

You may have the right to Access, correct, or delete your data, Withdraw consent, Object to or restrict processing, Request your data in a portable format

To exercise your rights, email

[email protected]

(see Section 13).

9. Controls for Do-Not-Track Features

Our website currently does not respond to browser "Do Not Track" signals. We may update this if standards change.

10. United States Residents' Privacy Rights

Depending on your state, you may have additional rights:

CCPA/CPRA (California), FDPR (Florida), and others, The right to know what data we collect, The right to opt out of data sales (we do not sell your data), The right to equal service and price regardless of exercising privacy rights

See Section 13 to exercise these rights.

11. Updates to This Notice

We may update this notice from time to time. If we make material changes, we’ll notify you by email or website alert.

12. Contacting Us

Divine Path Financial Services DBA Dominion Planning

380 Leeward Road
Manahawkin, NJ 08050

[email protected]

13. Reviewing, Updating, or Deleting Your Data

To access, correct, or request deletion of your data:

Email us directly, Submit a request through our website contact form, Verification may be required

14. SMS, Mobile Messaging & AI Voice Communication

We use Twilio, GoHighLevel , and AI-assisted phone technology to communicate with clients. By opting in, you agree to receive:

Text Messages

Frequency: Up to 6/monthPurpose: Updates, reminders, service alerts, Carrier Fees: Msg & data rates may apply

Opt-Out: Text STOP to unsubscribeHelp: Text HELP or call us at 1-800-123-4567 Hours: Texts are sent between 9 AM – 8 PM EST

AI Voice Calls

May be used to confirm appointments, ask qualifying questions, or guide you through servicesCalls are recorded for training and complianceYou may request to speak with a human agent at any timeOpt-out instructions are provided at the start of any AI-initiated call

All messaging and calling systems comply with

TCPA, CTIA, and Twilio's A2P 10DLC and carrier requirements. We do not use auto-dialers without consent.

At Dominion Planning , we honor your trust. Our mission is to serve with transparency, wisdom, and stewardship

—because your privacy matters, and stewardship starts with respect.

Better Plan with Stan.™