Privacy Policy
Effective date: 9/9/2026
Last updated: 9/9/2026
Meridian Atlas Planning, LLC (“MAP,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through meridianatlasplanning.com (the “Website”).
This policy applies to information collected through the Website. It does not replace any privacy notice, advisory agreement, or other disclosure provided to MAP clients. Nonpublic personal information obtained through an advisory relationship is handled in accordance with MAP’s client privacy notice and applicable law.
Information We Collect
Information You Provide
We may collect information that you voluntarily provide through the Website, including:
- Your name
- Email address
- Telephone number
- General information included in a contact or scheduling request
- Communication preferences
- Other information you choose to provide
Please do not submit Social Security numbers, account numbers, passwords, tax returns, financial statements, or other sensitive information through the Website’s public contact forms. Existing clients should use an approved secure portal when transmitting confidential information.
Information Collected Automatically
When you visit the Website, we and our service providers may automatically collect certain technical information, including:
- Internet Protocol address
- Browser and device type
- Operating system
- Referring website
- Pages visited
- Date and time of access
- Approximate geographic location
- Interactions with Website features
- Cookie and similar technology identifiers
This information may be collected through server logs, cookies, pixels, analytics services, and similar technologies.
How We Use Information
We may use information collected through the Website to:
- Respond to questions and requests
- Schedule introductory conversations
- Evaluate whether MAP’s services may be appropriate for a prospective client
- Provide and improve the Website
- Understand how visitors use the Website
- Maintain Website security and prevent fraud
- Communicate with clients and prospective clients
- Satisfy legal, regulatory, compliance, and recordkeeping obligations
- Protect MAP’s rights, property, and operations
Submission of information through the Website does not create an investment-advisory or other professional relationship. Such a relationship is established only through a written agreement between MAP and the client.
Cookies and Analytics
The Website may use cookies and similar technologies that support functionality, security, performance, and analytics.
Some cookies may be necessary for the Website to operate. Other cookies may help us understand Website traffic and how visitors interact with particular pages.
You may be able to limit cookies through your browser settings or a cookie-consent tool made available on the Website. Blocking certain cookies may affect Website functionality.
[If Google Analytics or another analytics platform is used, identify it here and explain how visitors can manage or opt out of analytics cookies.
Google Analytics, Meta Pixel, Microsoft Clarity, reCAPTCHA, embedded videos, or other tracking technology. The policy and cookie notice must match what the website actually uses. The FTC notes that websites can track activity using cookies and pixels, so merely calling everything “necessary cookies” would be inaccurate if analytics or advertising tools are operating. FTC consumer guidance ]
How We Disclose Information
MAP does not sell personal information.
We may disclose information to third parties in the following circumstances:
Service Providers
We may share information with companies that help us operate our business, including providers of:
- Website hosting and security
- Customer relationship management
- Scheduling and communications
- Financial-planning technology
- Account custody and administration
- Data storage and document management
- Analytics
- Information technology and cybersecurity
- Legal, compliance, accounting, and professional services
These providers may access information only as necessary to perform services for MAP or as otherwise permitted by their agreements and applicable law.
Legal and Regulatory Purposes
We may disclose information when reasonably necessary to:
- Comply with applicable laws, regulations, court orders, or legal processes
- Respond to requests from regulators or governmental authorities
- Meet regulatory examination and recordkeeping requirements
- Investigate suspected fraud, misuse, or security incidents
- Protect the rights, safety, and property of MAP, its clients, or others
Business Transactions
If MAP is involved in a merger, acquisition, restructuring, sale, or transfer of some or all of its business, information may be disclosed as part of that transaction, subject to applicable legal and confidentiality requirements.
Schwab, RightCapital, and Other Client Platforms
MAP may use Charles Schwab & Co., Inc. as a qualified custodian for client assets and RightCapital as a financial-planning technology provider. MAP may also use other independent providers for client relationship management, scheduling, communications, and secure document exchange.
Schwab, RightCapital, and other providers maintain their own privacy policies, security practices, and terms of use. When you follow a link from the Website to an external platform, information you provide through that platform is governed by the platform provider’s policies as well as any applicable agreement or privacy notice from MAP.
MAP does not control the privacy practices of unaffiliated third-party websites or platforms.
Data Security
MAP uses administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
No website, electronic communication, or storage system can be guaranteed to be completely secure. You should avoid sending sensitive information through unsecured email or public Website forms.
If you believe information submitted to MAP may have been compromised, please contact us promptly using the information below.
Data Retention
We retain information for as long as reasonably necessary to fulfill the purposes described in this policy, meet legal and regulatory obligations, resolve disputes, enforce agreements, and maintain required business records.
Because MAP operates in a regulated industry, certain communications and records may be retained even after a request for deletion.
Your Choices and Privacy Rights
Depending on where you reside and the laws that apply, you may have the right to request:
- Access to personal information we maintain about you
- Correction of inaccurate information
- Deletion of certain information
- A copy of certain information
- Information about how your information has been used or disclosed
- Withdrawal of consent where processing is based on consent
These rights may be limited by legal, regulatory, contractual, security, and recordkeeping requirements.
To submit a privacy request, contact us using the information below. We may take reasonable steps to verify your identity before processing a request.
You may opt out of marketing emails by using the unsubscribe link in an email or contacting us directly. Service-related and regulatory communications may not include an opt-out option.
Children’s Privacy
The Website is not directed to children under 13, and MAP does not knowingly collect personal information from children under 13 through the Website.
If you believe a child has submitted personal information through the Website, please contact us so that we can take appropriate action.
Third-Party Websites
The Website may contain links to websites operated by third parties. MAP is not responsible for the privacy, security, content, or availability of those websites. You should review the privacy policy of any third-party website before providing information.
Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.
The revised policy will be posted on this page with an updated “Last updated” date. Material changes may be communicated through additional means when appropriate or required by law.
Contact Us
If you have questions about this Privacy Policy or would like to submit a privacy request, contact:
Meridian Atlas Planning, LLC
Florham Park, New Jersey
Email: [email protected]