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Privacy Policy

Protecting your privacy is important to Financial Planning Ministry (“FPM”) and its ministry partners. We want you to understand the information we collect about you and how we use it. The information you provide is important to our mission and vital for us to properly meet your needs.

General Security Procedures
We take commercially reasonable steps to safeguard nonpublic personal information about you by maintaining physical, electronic, and procedural safeguards to prevent improper disclosure and use of your nonpublic personal information. Our employees are allowed to access and use nonpublic personal information about you for business purposes only and are subject to discipline if they violate this Policy.


Information We Collect

We may collect nonpublic personal information about you from sources such as: 

  • You, through direct discussions and through forms you may fill out. You may also provide nonpublic personal information in the form of e-mails, letters, or other documents.

  • Your transactions with us, our Ministry Partners or others.

  • Your interactions with our website

  • Event registration forms

  • Other means


“Nonpublic personal information” is information about you that we obtain to arrange for your attendance at our events and/or provide you with your estate plan (Ex: information regarding your assets and your property).

Disclaimer: We currently use a secure third-party data collection form (read about security details here), and we communicate electronically, which may include non-sensitive, personally identifiable information.


Information We Disclose

We may disclose nonpublic personal information about you to persons and organizations affiliated or not affiliated with FPM (“third parties”) in the following circumstances:

  • … to persons who represent you or your interests, such as the successor trustee and/or conservator named in your Living Trust, upon your passing or declaration of incompetency.

  • …to third parties assisting us with the creation and/or updating of your Living Trust (such as data processors and website designers), marketing FPM (such as mailing services and marketing consultants), reports on our activities or conducting our business (such as ministry partners, accountants, auditors, and attorneys). We require any third party we contract with who receives such information to protect the confidentiality of your nonpublic information and to use it only for the specific purposes for which the disclosure is made.

  • …to government authorities, in response to subpoenas, and as otherwise may be required by law.

  • … to reduce the risk of fraud, such as in situations where we believe that someone uses or attempts to use our Website for illegal reasons.

  • …as otherwise permitted by law.

  • …as authorized by you.


We do not sell any nonpublic personal information about you to anyone.

Information We Collect on Our Website
We only collect personally identifiable information that you voluntarily provide to us through our Website. On some of our web pages, you may be asked for personal information to verify your identity in order to provide you with information about your Living Trust or your organization’s FPM Partnership.

We do not use cookies or similar technology to collect personally identifiable information about visitors to our Website. We may, however, use cookies to keep track of our visitors and to help you personalize your use of some pages on our Website. If you do not wish to accept cookies, the “help” selection on your browser’s toolbar may tell you how to prevent your browser from accepting cookies, how to have the browser alert you when you receive a new cookie, or how to disable cookies altogether. If you disable cookies, you may not be able to take advantage of all of the features on our Website.

We may keep web logs indicating the IP addresses of those who have visited our Website, but these IP addresses are not linked to any personally identifiable information. We use the IP addresses to analyze and monitor the activities of our Website visitors so that we can improve our Website. We will not try to connect this non-identifiable information with any identifiable information that you may voluntarily provide.

Who Should Use Our Website
FPM intends our Website for use only by adults who are 18 years of age or older, and we will not knowingly collect personally identifiable information from anyone under the age of 18. If you are not 18 years of age or older, please do not submit any information to FPM.

Security of Our Website
FPM uses commercially reasonable means to protect the integrity of our Website and the confidentiality of the nonpublic personal information that you provide on our Website. Before sharing any personal information on our Website, you should look for the “lock” icon in the URL bar of your browser that appears when you are operating in a secure mode. While we consider online security a priority, we cannot provide absolute assurances against, and will not be liable for, any breaches of confidentiality due to system failures or unauthorized access by third parties.

Links to Other Websites
We provide external links to other websites on, including those of our ministry partners. FPM is not responsible for the privacy practices or the content of any website other than that of our Website as operated by FPM. For relevant information about the privacy practices of these other websites, please refer to their own privacy policies. This Policy applies solely to information collected by FPM on our Website.


User Data Policy for Calendar Access

We prioritize the protection and privacy of our user's data, especially when it comes to accessing calendar events. We understand the sensitivity of this information and are committed to ensuring that it is handled with the utmost care and security. When users grant permission for our app to access their calendar, it is solely for the purpose of adding or removing calendar events on their behalf. Users have the option to grant or deny access to their calendar events. The app does not collect any additional personal information or data beyond what is necessary for this specific functionality. The app does not store any user data and also does not share it with other applications. Our commitment to transparency ensures that users understand the limited scope and purpose for which their calendar data is accessed and utilized within the app.



Our app's (iScheduler) use of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements. For more information, please refer to the Google API Services User Data Policy.

Personal E-mail Safety

Each e-mail message sent to FPM automatically contains the e-mail address of the sender. E-mail addresses are not sold to third parties under any circumstances. Although we take commercially reasonable efforts to provide you a safe, secure environment while visiting our Website, the nature of e-mail usage today is such that it may not be secure or private in its transmission from you to us. You should take every precaution available to you to assist in maintaining the security of your system, such as: 

  • Protecting your login ID and password information. These are unique to you alone and without them, no one can log into your account. Use passwords that are difficult to guess. Manually enter your login ID and password information each time. Avoid using software or settings that record your login ID and password information so that you don’t need to enter them each time that you log on.

  • Protecting your Internet connection by not leaving your computer unattended.

  • Being cautious of fraudulent messages sent from an e-mail address that may pose as FPM inviting you to click on a link where confidential information may be gathered fraudulently.

  • Installing and frequently updating proven anti-virus, spyware and personal firewall software to protect against a computer virus, spyware and the possibility of infiltration by intruders such as “Trojan Horses,” “Worms,” and the like in order to prevent or limit the possibility of capturing keystrokes—including passwords or other confidential information.

  • Only accepting or downloading software from a source that you believe to be trusted and never accepting files or attachments when accessing websites, newsgroups and chat rooms unless you are confident of their authenticity.

  • Disabling file sharing on your personal computer while using public Internet connections. This feature may allow other computers to access your personal computer while the computer is connected to the Internet.

Updating this Policy
We reserve the right to revise this Policy from time to time and recommend you review it periodically. If we do change this Policy, we will post the revised version on our Website. Any revision will apply to any information we have about you, whether we collect it before or after the revision. Your use of our Website constitutes your acceptance of this Policy.

Contact FPM

We want you to feel comfortable when you provide your nonpublic information to us.


  • To ask questions, express concerns or complaints about this Privacy Policy,

  • To review or correct your personal information, or

  • To request to remain anonymous in charitable giving reports, please contact us using the information below…


Financial Planning Ministry
2010 Main Street, Suite 100
Irvine, CA 92614


Phone: (800) 871-4901
Fax:  (949) 743-8343

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