Privacy Policy

Last Updated: February 18, 2026

1. Introduction

Fortis Planning, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, schedule appointments, or opt in to receive SMS or email communications.

By using our website or opting into communications, you agree to this Privacy Policy and our Terms and Conditions.

2. Information We Collect

We may collect the following categories of information:

Personal Information

First and last name

Email address

Mobile phone number

Mailing address

Information submitted through contact forms, scheduling forms, or service inquiries

SMS Consent Information

Mobile phone number

Date, time, and method of opt-in

Records of consent

Records of opt-out requests

Usage and Device Information

We may automatically collect:

IP address

Browser type

Device type

Pages visited

Time spent on pages

Referring website

This information may be collected through cookies, tracking pixels, and analytics tools.

Appointment and Service Information

If you schedule an appointment or request services, we may collect information related to those interactions.

3. How We Use Your Information

We use your information to:

Provide requested services

Respond to inquiries

Send appointment confirmations and reminders

Send SMS and email communications to individuals who have explicitly opted in

Maintain records of consent and opt-out activity

Improve website functionality and marketing effectiveness

Monitor security and prevent fraud

Message frequency varies based on your interaction with us.

Message and data rates may apply.

Consent to receive SMS communications is not a condition of purchase.

4. SMS Terms and Conditions

By providing your mobile phone number and opting in, you consent to receive SMS messages from Fortis Planning, LLC. These messages may include appointment reminders, service notifications, and marketing communications where separately consented.

Message frequency varies.

Message and data rates may apply.

You can opt out at any time by replying STOP to any message. After sending STOP, you will receive a confirmation message and no further messages will be sent unless you opt back in.

For assistance, reply HELP or contact us at (971) 207-9191.

5. Cookies and Tracking Technologies

We use cookies, tracking pixels, and analytics tools such as Google Analytics to understand website traffic and user behavior.

These tools may collect IP address, browser type, device information, referring pages, and interaction data.

You may disable cookies through your browser settings, but some website features may not function properly if cookies are disabled.

6. How We Share Information

We do not sell your personal information.

We may share information with trusted service providers who assist us in operating our business, including SMS delivery platforms, email providers, scheduling tools, CRM systems, and analytics providers. These service providers may only use your information to perform services on our behalf.

We may disclose information if required by law or to protect the rights, safety, or security of Fortis Planning, LLC, our users, or others.

If our business is involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction. Any successor will be required to honor this Privacy Policy.

Third Party Sharing

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

7. Your Rights and Choices

You have the right to:

Request access to the personal information we hold about you

Request correction of inaccurate information

Request deletion of your personal information, subject to legal obligations

Withdraw consent for SMS or email communications at any time

SMS Opt-Out

Reply STOP to any SMS message to unsubscribe.

Email Opt-Out

Click the unsubscribe link in any marketing email.

To exercise these rights, contact us using the information below.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

9. Children’s Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised Last Updated date.

11. Contact Information

Fortis Planning, LLC

Address: 1235 NE Division Street, Gresham, OR 97030

Phone: (503) 308-7767

Email: [email protected]