Cookie & Session Policy

1. What Are Cookies?

Cookies are small text files placed on your device to ensure secure portal logins, maintain diagnostic calculator sessions, and preserve user preferences.

2. Essential Cookies We Use

• Authentication & Security: We use secure HTTP-only cookies to verify authenticated client portal sessions and prevent cross-site request forgery (CSRF).
• Session State: Temporary session cookies preserve multi-step calculator inputs (such as MPBF or Finance Readiness Score) so you don't lose data during step transitions.
• Performance & Preferences: Minimal functional cookies remember your interface preferences, such as collapsed sidebar navigation.

3. No Invasive Tracking

We do not utilize invasive third-party tracking pixels or behavioral data brokers. Your financial queries and document uploads remain confidential.

4. Managing Cookie Preferences

You can configure your browser to reject cookies. However, disabling essential cookies may impact the security and functionality of the client portal and interactive financial tools.