Privacy Policy — Plan with Dianne

Privacy Policy

Last updated: May 2026

Plan with Dianne ("we," "our," or "Dianne Fernandez") is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide when you use our website at diannefernandez.com, take the Future-Ready Mom Quiz, or book a consultation.

Information We Collect

When you take the quiz or book a consultation, we collect:

  • Your name and email address
  • Your phone number (if provided)
  • Your quiz answers, including information about your family situation, financial readiness, and household type
  • Appointment booking details

We may also collect basic usage data (pages visited, time on site) through standard web analytics tools.

How We Use Your Information

We use the information you provide to:

  • Generate and deliver your personalized Future-Ready Report
  • Schedule and confirm your consultation appointment
  • Send follow-up emails related to your report and booking
  • Communicate with you about financial planning topics relevant to your situation
  • Improve our quiz, report, and consultation experience

How We Store Your Information

Your data is stored securely inside GoHighLevel (GHL), a CRM and marketing platform we use to manage contacts, appointments, and communications. GHL processes your data in accordance with their own privacy practices. We do not sell your personal information to third parties.

Email Communications

By submitting the quiz, you consent to receiving emails from Plan with Dianne related to your report and consultation. You can unsubscribe at any time by clicking the unsubscribe link in any email we send you.

Facebook and Meta Ads

Our website uses the Meta Pixel to track ad performance and measure how leads from Facebook and Instagram interact with our site. This data is used only for improving our advertising and is not used to identify you personally beyond what Meta's own platform allows.

Your Rights

You have the right to request access to, correction of, or deletion of your personal information. To make a request, email us at the contact address below.

Contact

For questions about this Privacy Policy or how your data is handled, you can reach us at:

Dianne Fernandez
FWD Life Philippines · Licensed Financial Advisor
Email: [email protected]