Privacy Policy

Last updated: 2026-10-15 (draft)

1. Overview

findmydove ("we", "our", "us") provides a financial-planning tool for advisors and advisory firms at findmydove.com. Advisors use findmydove on behalf of their clients: they enter and process their clients' financial data to build plans. This policy describes what data we handle, how we use it, and who can ask us about it.

2. Data we handle

• Advisor account data: email address, password (hashed), name, firm, and account creation timestamp.
• Client financial data: the information an advisor enters about a client, such as age, income, expenses, net worth, savings rate, and retirement goals.
• Calculation outputs: the derived results, such as Monte Carlo success probability, target portfolio, and years-to-FI.
• Billing data: subscription and seat details. Card payments are handled by Stripe; we do not store full card numbers.
• Operational data: request timestamps, IP address (for abuse prevention), browser/device information (for session management), and analytics events triggered by using the app.

3. How we use data

• We process client financial data on the advisor's instructions, to run calculations and return results.
• We store plans so advisors can return to and update them.
• We use data to improve the product only in aggregate, de-identified form.
• We use advisor email addresses to send transactional emails, such as password resets, client invitations and reports you request.
• We send marketing email only to advisors who have opted in; every marketing email includes an unsubscribe link.

4. What we never do

• We never sell advisor or client data to third parties.
• We never use advisor or client data to train AI models.
• We never share plans with advertisers or data brokers.

5. Subprocessors

We rely on the following subprocessors to run findmydove:

• Supabase: database, storage and sign-in for advisor accounts and plan data.
• Firebase: application hosting.
• Stripe: subscription billing and payment processing.

6. Access, correction and deletion

Advisors can request a copy of their data, ask us to correct it, or delete their account and associated data. Clients who want to access or change their data should contact their advisor first; we will support the advisor in handling the request. Privacy requests can be sent to privacy@findmydove.com.

7. Data retention

We retain account data and plans for as long as the account is active. If an account is deleted, we delete its data within 30 days. Backup copies are retained for an additional 30 days for disaster-recovery purposes, then permanently deleted.

8. Contact

• Support: support@findmydove.com (General support and advisor sales enquiries)
• Privacy: privacy@findmydove.com (Privacy questions and data protection requests)
• Legal: legal@findmydove.com (Legal notices and questions about these terms)