Privacy Policy

This Privacy Policy explains how Princess Diane Cheng-Dacoro, MBA ("we", "us", or "our") collects, uses, and protects the personal information you provide when you use this website and its associated services. By submitting the Practical Life Checkup or booking a Clarity Call through this site, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect the following information when you complete the Practical Life Checkup or book a Clarity Call:

• Full name
• Email address
• Mobile / phone number
• Checkup responses (financial goals, dependents, existing coverage, and other readiness indicators)
• Appointment date and time

2. How We Use Your Information

Your information is used solely for the following purposes:

• To generate and deliver Your Personalized Practical Life Report
• To send your results and appointment confirmation to your email
• To facilitate your Clarity Call with Diane
• To follow up regarding your financial and insurance planning needs

We do not use your information for any purpose beyond what is described above without your explicit consent.

3. Data Sharing

We do not sell, rent, or trade your personal information to third parties. Your data may be shared with the following service providers solely to operate this funnel:

• GoHighLevel (GHL) — our CRM and funnel platform, used to store contact records and manage appointments
• Zoom / Google Meet — used to host Clarity Call meetings
• Email & SMS delivery providers — used to send confirmation and results messages

All third-party providers are bound by their own privacy policies and data protection agreements.

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, or as required by applicable law. You may request deletion of your data at any time by contacting us directly.

5. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal data
• Withdraw consent for future communications at any time

To exercise any of these rights, please reach out to us directly through Diane's contact details.

6. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse. All data is stored within secured platforms with industry-standard encryption.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated date. Continued use of this site after changes are posted constitutes your acceptance of the revised policy.

8. Contact

For any privacy-related concerns or requests, please contact Princess Diane Cheng-Dacoro, MBA through her official communication channels under One Apex Branch/FWD Philippines.