Privacy Policy

Effective date: October 19, 2026

This Privacy Policy explains how Highline Wealth Planning (“Highline,” “we,” “us,” or “our”), based in Orem, Utah, handles information collected through this website, including our website chat and text messaging widget. By using this website, you agree to the practices described in this policy.

Information We Collect

We collect information you choose to provide to us, including:

• Your name
• Your email address
• Your phone number
• Any other information you submit through the website chat or text messaging widget, such as the content of your messages and your questions or scheduling preferences

We may also collect limited technical information automatically when you visit the site, as described under “Cookies and Analytics” below.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and questions
• Schedule and confirm appointments and conversations
• Send you information you have requested
• Send marketing and promotional messages, where you have consented to receive them
• Operate, maintain, and improve this website and our communications
• Comply with applicable legal and regulatory obligations

SMS/Text Messaging

We do not sell, rent, or share mobile phone numbers or SMS opt-in consent with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the text message services.

You can opt out of text messages at any time by replying STOP. Reply HELP for help. See our SMS Terms & Conditions for details.

How We Share Information

We do not sell your personal information. We may share information with service providers who help us operate this website and our communications, such as hosting, chat, and messaging providers, solely to perform services on our behalf. We may also disclose information when required by law, regulation, or legal process, or to protect our rights and the safety of others. Any sharing is subject to the SMS/Text Messaging commitments above.

Cookies and Analytics

This website and the chat widget may use cookies, local storage, and similar technologies to keep the chat working, remember your session, and understand how the site is used. Our hosting provider may also record standard server information such as IP address, browser type, and pages visited. You can set your browser to refuse or delete cookies, though some features, such as the chat widget, may not work properly without them.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. This website is served over an encrypted (HTTPS) connection. No method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security. Please do not send account numbers, Social Security numbers, or other sensitive financial information through the website chat.

Your Rights and Choices

• Text messages: reply STOP to any message to stop receiving texts.
• Marketing emails: use the unsubscribe link in any marketing email, or contact us.
• Access, correction, and deletion: you may ask us what personal information we hold about you, ask us to correct it, or ask us to delete it, subject to any records we are required to keep by law or regulation.

To make a request, contact us using the details below. Depending on where you live, you may have additional rights under applicable state privacy laws.

Children’s Privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and revise the effective date above.

How to Contact Us

If you have questions about this Privacy Policy or want to exercise your rights, contact us: