Privacy Policy

Effective Date: May 17, 2026 · Last Updated: May 17, 2026

      The short version: We collect your email when you sign up for a free resource. We send you what you asked for, plus occasional helpful content from Crest Plans. We don't sell your information. That's it.
    

1. Who We Are

Crest Plans is a digital product business based in Oklahoma. We create practical planning tools and guides — built for people who want a clear, step-by-step path, not a 200-page textbook. Our website is crestplans.com. Questions? Reach us at [email protected].

2. What We Collect

We only collect what you give us directly:

Email address — when you fill out a form to receive a free resource or checklist
First name — if included in the form, so we can address you properly in emails

We don't collect payment information directly. If you purchase through a marketplace like Etsy or Payhip, that platform's own privacy policy applies to your transaction.

Like most websites, ours may log standard technical data (browser type, device, referring URL) when you visit. This is aggregate and not tied to your identity.

3. How We Use It

Your email is used to:

Deliver the free resource, checklist, or guide you signed up for
Send occasional emails with planning tips, new resources, and product updates from Crest Plans
Respond when you reach out to us directly

We won't use it for anything unrelated to Crest Plans.

4. Third-Party Processors

We use GoHighLevel to manage our email list and deliver opt-in content. When you submit your email, it's transmitted to and stored by GoHighLevel — they're a data processor acting on our behalf, bound by confidentiality obligations. You can read their privacy practices at gohighlevel.com/privacy-policy.

We may add analytics or advertising tools in the future (such as a Pinterest Tag). If we do, this policy will be updated before any tracking goes live. Right now, no such tools are active on our site.

5. Cookies

Our site uses only the minimal cookies needed to make the form work. We don't use cookies for behavioral tracking or advertising at this time.

6. Who We Share It With

Nobody, for marketing purposes. Full stop. We share information only with:

Service providers who help us operate (like GoHighLevel), under confidentiality agreements
Anyone required to receive it by law, such as under a valid court order

7. Your Choices

Unsubscribe anytime — every email we send has an unsubscribe link at the bottom. One click and you're off the list.
Request your data or ask us to delete it — email [email protected] and we'll respond within 30 days.
Correct anything inaccurate — just let us know and we'll fix it.

If you're in California, the EU, or another region with specific data rights, those rights apply. Contact us and we'll work with you in good faith.

8. How Long We Keep It

We keep your information for as long as you're subscribed. If you unsubscribe, it may remain in inactive records for a limited period for legal purposes, then it's deleted.

9. Children's Privacy

Our content is designed for adults starting or running a business. We don't knowingly collect information from anyone under 13. If you believe a child has submitted their email to us, contact us at [email protected] and we'll remove it immediately.

10. Security

We take reasonable measures to protect your information. No system is 100% secure, but we take this seriously and work with platforms that do too.

11. Updates to This Policy

If we update this policy, we'll revise the "Last Updated" date at the top. Continuing to use our site or staying subscribed after an update means you've accepted the new terms. We'll keep it plain and readable — same as this version.

12. Contact

Crest Plans
Oklahoma, United States
[email protected]