Effective Date: December 14, 2025

Brixx Wealth Planning ("Brixx," "we," "our," or "us") is committed to protecting the privacy and confidentiality of client and visitor information. This Privacy Policy explains how we collect, use, safeguard, and disclose information in connection with our planning-only financial services and our website.

Scope of This Policy

This Privacy Policy applies to:

• Visitors to the Brixx Wealth Planning website

• Individuals who inquire about or engage our services

• Current and former clients

This policy applies only to information collected by Brixx Wealth Planning and does not apply to third-party websites or services linked from our site.

Information We Collect

Information You Provide Directly

We may collect personal information that you voluntarily provide, including but not limited to:

• Name, email address, phone number

• General personal or business financial information

• Information related to your goals, priorities, and financial circumstances

• Information submitted through contact forms, questionnaires, or client portals

Providing personal information is voluntary; however, certain information may be necessary to deliver planning services.

Information Collected Automatically

When you visit our website, limited information may be collected automatically, including:

• IP address

• Browser type and device information

• Pages visited and time spent on the site

This information is used for website functionality, security, and basic analytics.

How We Use Information

We use collected information to:

• Respond to inquiries and communicate with you

• Evaluate potential client fit

• Deliver financial planning, education, and guidance services

• Maintain internal records

• Improve our website and services

• Comply with legal or regulatory obligations

We do not use personal information for marketing unrelated to our services.

Planning-Only Services and Information Use

Brixx Wealth Planning provides financial planning, education, and guidance only. We do not provide investment advice, manage assets, or sell financial products.

Personal information is used solely to provide planning-related services and is not shared for the purpose of investment recommendations, product sales, or solicitation.

Information Sharing and Disclosure

We do not sell, rent, or trade personal information.

Information may be shared only in the following circumstances:

• With your consent

• With service providers necessary to operate our business (e.g., scheduling, document storage, secure communication tools), subject to confidentiality obligations

• When required by law, regulation, or legal process

• To protect the rights, property, or safety of Brixx Wealth Planning or others

Third-Party Service Providers

We may use third-party vendors to support our operations (such as website hosting, scheduling software, document management, or email services).

These providers are given access only to information necessary to perform their services and are expected to maintain appropriate confidentiality and security standards.

Data Security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, disclosure, or misuse.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Clients acknowledge and accept this inherent risk.

Data Retention

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

• Fulfill the purposes described in this policy

• Maintain business records

• Comply with legal or contractual obligations

Information is securely deleted or destroyed when no longer needed.

Client Rights and Choices

Depending on applicable law, you may have the right to:

• Request access to personal information we hold

• Request corrections to inaccurate information

• Request deletion of information, subject to legal and contractual limitations

Requests may be submitted using the contact information below.

No Client Relationship Until Engagement

Submission of personal information through our website does not create a client relationship.

A client relationship is established only upon execution of a written agreement outlining the scope and terms of services.

Children’s Privacy

Brixx Wealth Planning does not knowingly collect personal information from individuals under the age of 18. If we become aware that such information has been collected, it will be deleted.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact:

Brixx Wealth Planning
info@brixxwealth.com

Brixx Wealth Planning provides financial planning, education, and guidance only. We do not provide investment advice, manage assets, or recommend specific securities or financial products.