This Privacy Policy governs access to and use of the Guided Metrics, Inc. (“Fortunately,” “Company,” “we,” “our,” or “us”) services, including the Fortunately website (the “Service”) which is provided by Fortunately. It explains how we collect, use, disclose and protect information in connection with the Service, and your choices about the collection and use of Customer (“you” or “your”) information.

Fortunately enables visitors to view and run simulations of their financial situation to understand their chances of hitting future goals.

By using the Service, you agree to this Privacy Policy. IF YOU DO NOT AGREE TO THIS PRIVACY POLICY, PLEASE DO NOT USE THE SERVICE.

This Privacy Policy applies only to information collection on or through the Service. It does not apply to information we collect by other means (including offline) or from other sources other than through the Service.

Capitalized terms that are not defined in this Privacy Policy have the meaning given them in our Terms of Service.

How we collect and use information

We collect and use the following types of information:

Information you provide us directly

We collect a variety of information that you provide directly to us, including:

• Email address - if you want to save your data, you need to provide an email address to create a log in to our system
• Personal & financial information - the personal & financial information that you provide us allows us to create a financial plan and run simulations so you can understand your chances of hitting your goals.

You may choose to have information uploaded or shared by you removed at any time by contacting us at [email protected].

Information you provide us via Plaid

We use Plaid to link your bank and investment accounts to Fortunately to show you an up-to-date and accurate picture of your finances. The information that you provide us via Plaid is subject to Plaid’s Privacy Policy.

Information we automatically collect

When you use our Service, we may automatically collect certain information, including:

Analytics information

We may directly collect analytics data, or use third-party analytics tools (such as those of Google Analytics, Sentry, Amplitude and LogRocket), to help us measure traffic and usage trends for the Service. These tools collect information sent by your browser or mobile device, including the pages you visit, the actions you take, and other information that assists us in improving the Service.

To prevent Google Analytics from using your information for analytics, you may install the Google Analytics Opt-out Browser Add-on by clicking here: https://tools.google.com/dlpage/gaoptout.

Advertising tracking