Your financial picture should stay private.
This policy explains what Siegel Financial collects, how the app uses it, and the choices you have when you save locally, create an account, or receive reminders.
Last updated: July 1, 2026
Short version
Siegel Financial is built as a private planning dashboard. If you do not create an account, your plan is stored in this browser. If you create an account, Firebase Authentication handles login and Firestore stores your plan under your private user ID so it can sync across devices. Resend is used to send welcome and optional monthly reminder emails.
Information the app handles
Plan information
You may enter financial planning details such as age or birth year, income, expenses, savings, investment contributions, account names, account balances, debts, goals, retirement assumptions, and monthly snapshots.
Account information
If you create an account, Firebase Authentication handles your email/password login. The app may save your email, display name, account preferences, reminder settings, and saved plan data.
Email preferences
If monthly email reminders are enabled, the app stores whether reminders are on and which day of the month you selected. You can turn monthly reminders off in Settings.
Technical information
Firebase Hosting, Firebase Authentication, Firestore, Firebase Functions, and Resend may process technical information needed to provide, secure, debug, and deliver the service, such as authentication events, request metadata, delivery events, and service logs.
How information is used
- To run the dashboard, calculations, charts, projections, reminders, and account sync.
- To save your plan locally or, if signed in, sync it to your private account.
- To send welcome emails and optional monthly check-ins.
- To help diagnose bugs, protect accounts, prevent abuse, and improve reliability.
- To respond when you email questions, feedback, or support requests.
Siegel Financial does not sell your personal information.
Where information is processed
The app currently uses Firebase and Google Cloud services for hosting, authentication, database storage, and backend functions. The app uses Resend for transactional emails. These providers process information only as needed to provide those services.
Your choices
- Use local-only mode: you can use the app without creating an account, in which case your plan is saved in this browser only.
- Export a backup: Settings includes export and import tools so you can keep your own copy.
- Turn off monthly emails: signed-in users can disable monthly email reminders from Settings.
- Delete your account: signed-in users can delete their Firebase login and saved cloud plan from Settings after password confirmation.
- Ask for help: email hello@siegelfinancial.org for privacy or account questions.
Security
Data is sent over HTTPS. Firebase Authentication handles email/password login. Firestore security rules are designed so a signed-in user can read and update only their own plan document, while backend email delivery markers remain protected.
No consumer app can guarantee perfect security. Use a strong unique password, sign out on shared devices, and avoid entering sensitive identifiers or account credentials.
Security concerns can be reported through the Security page.
Children
Siegel Financial is not intended for children under 13. Do not use the service if you are under 13.
Changes and contact
This policy may be updated as the app changes. The updated version will be posted here with a new date.