Privacy Policy & Disclosures

Privacy Policy

Last updated: June 12, 2026

Tulip Financial Planning LLC ("Tulip," "we," "us") respects your privacy. This policy describes what information we collect through tulipfp.com and how we use it.

Information we collect

• Information you provide: name, email address, phone number, and any details you share when scheduling a call or contacting us.
• Scheduling data: appointments are booked through Calendly, which is governed by Calendly's own privacy policy.
• Newsletter data: email subscriptions are managed through Beehiiv, governed by Beehiiv's privacy policy.

How we use it

• To respond to inquiries and schedule consultations.
• To send the newsletter you subscribed to (unsubscribe anytime).
• To improve the website.

We do not sell your personal information.

Client information

Information clients share in the course of an engagement (tax returns, financial data) is held in confidence, transmitted through secure channels, and never shared except as required to perform our services or as required by law.

Disclosures

Tulip Financial Planning LLC ("Tulip") is a registered investment adviser located at 119 Daniels Run Dr, Harvest, AL 35749 (IARD #336306). Tulip serves its advisory clients as a fiduciary. Registration as an investment adviser does not imply a certain level of skill or training. Tulip may only transact business in states where it is registered, or where it qualifies for an exemption or exclusion from registration.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® and CERTIFIED FINANCIAL PLANNER® certification marks in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

You can download a copy of our Form ADV Part 2A (firm brochure). Our public registration record is available through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.

Client reviews displayed on this website are unsolicited reviews posted publicly on Google by clients of the firm. No cash or non-cash compensation was provided in exchange for these reviews. They may not be representative of the experience of all clients.

Tax savings outcomes vary by client and depend on individual facts and circumstances. Results referenced on this website are not a guarantee of future results. Nothing on this website constitutes personalized investment, tax, or legal advice; please consult a qualified professional regarding your specific situation.

Contact

Questions about this policy: stephen@tulipfp.com or (480) 495-5152.