Terms and Conditions

as of October 1, 2024

This website (the “Site”) is the property of Sanctuary Financial Planning, LLC (“SFP”). By using the Site, you agree to the following Terms and Conditions.

SFP is a registered investment adviser registered in North Carolina and California, and notice-filed in Texas. Registration does not imply any level of skill or training. We may only provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.

‍INFORMATION COLLECTION AND USE

While using our Site, we may ask you to provide us with certain information that can be used to contact or identify you. This information may include but is not limited to your name, email address, state of residence, occupation, annual income, and/or net worth (“Personal Information”).

‍LOG DATA

Like many site operators, we collect information that your browser sends whenever you visit our Site (“Log Data”). This Log Data may include information such as your computer’s Internet Protocol (“IP”) address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics. In addition, we may use third party services such as Google Analytics that collect, monitor and analyze this traffic.

‍COMMUNICATIONS

We may use your Personal Information to contact you with newsletters, marketing or promotional materials and other information.

‍COOKIES

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer’s hard drive. Like many sites, we use “cookies” to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

‍SECURITY

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

SITE CONTENT

The views and opinions expressed in the Site, including any Blogs, are made as of the date of publication and are subject to change over time. The content of this Site is for informational or educational purposes only. Content is not intended as individualized investment advice, or as tax, accounting, or legal advice. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. This information should not be relied upon as the sole factor in an investment-making decision. Site users are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.

THIRD-PARTY RESOURCES

Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. Your use of the information is at your sole risk. Under no circumstances are we liable for any claims of damages that result from the use of, or the inability to use, the information provided on this Site.

Site content may include links to third-party websites. When you link to any of these third-party websites, you are leaving this Site. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website.

INVESTMENT RISKS

Users of this Site should be aware that all investments involve significant risk and have the potential for partial or complete loss of funds invested. Past performance is no indication of future results. It should not be assumed that any investments made will be profitable.

‍AMENDMENTS TO TERMS AND CONDITIONS

These Terms and Conditions are effective as of the date noted above, and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page. We reserve the right to update or change our Terms and Conditions at any time, and you should check these Terms and Conditions periodically. Your continued use of the Site after we post any modifications to the Terms and Conditions on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Terms and Conditions.

CONTACT US

If you have any questions about these Terms and Conditions, please contact us at (704) 705-8773.