How NorthstarFI handles your data

We may collect account information such as your email address, display name, authentication and session details, and other information you choose to provide when creating or using an account.

We may also collect planning information you enter into the product, including profile details, assets, liabilities, income, spending, retirement-related assumptions, saved outlooks, and related planning history.

To keep the service secure and reliable, we may collect operational and diagnostic information such as session activity, device/browser metadata, error logs, usage analytics, and billing-related records where applicable.

We use your information to provide and maintain the service, protect account access, render planning views, preserve saved history, respond to support requests, and improve the clarity, reliability, and performance of the product.

We may use aggregated or de-identified product usage information to understand how the service is being used, where users encounter friction, and how to prioritize product improvements. We do not rely on that information to provide you with personalized investment advice.

NorthstarFI is designed around a trust-first planning experience. That means we aim to collect only the information needed to operate the product, explain how planning features work, and support the account you choose to create.

We do not frame your planning data as something to be casually shared or treated like advertising inventory. If we use service providers for hosting, authentication, billing, diagnostics, email delivery, or analytics, we do so to operate the product and its security, not to turn your planning history into a marketing profile.

We may share information with service providers and infrastructure vendors that help us operate the product, such as hosting, database, authentication, email, billing, analytics, logging, or error-monitoring providers.

We may also disclose information where required to comply with law, respond to valid legal process, protect the security of the service, prevent fraud or abuse, or enforce our terms.

You can choose how much planning information to enter into the product, and you can update or remove certain information through the app. Some information may be retained for security, legal, billing, audit, or operational continuity reasons.

If you have questions about access, correction, deletion, or support requests related to your data, contact us through the information on the contact page.