Terms of Service
Last updated: 2026-10-15 (draft)
1. Who these terms are for
findmydove is built for financial advisors. Our customer is the individual advisor or the advisory firm that signs up for an account, not the advisor's clients. Advisors use findmydove on behalf of their clients to build and review financial plans. By creating an account, you agree to these terms for yourself and, if you sign up for a firm, on behalf of that firm.
2. What findmydove is
findmydove is a financial-planning tool that helps advisors model financial-independence scenarios for their clients. findmydove itself is not an investment advisor and does not provide fiduciary investment advice or tax advice. Advisors remain responsible for the advice they give to their clients.
3. Your clients and their data
When you enter a client's information into findmydove, you do so on behalf of that client. You are responsible for having the client's permission to enter and use their financial data, and for keeping your account credentials secure. How we handle that data is described in our Privacy Policy.
4. AI guardrails
The AI features of findmydove are bounded by guardrails described in detail at /trust. The AI will decline to recommend specific stocks, provide tax-filing advice, time the market, or make decisions that depend on a client's full life situation.
5. Subscription and billing
Paid access to findmydove is sold as a subscription billed through Stripe, priced per advisor seat. An advisory firm pays for the number of per-advisor seats it needs and can add or remove seats as its team changes. Subscriptions renew automatically until canceled; cancellation takes effect at the end of the current billing period.
6. No warranty
findmydove is provided "as is" without warranty of any kind. Hypothetical projections are based on the inputs entered and historical market data. Past performance does not guarantee future results.
7. Limitation of liability
To the maximum extent permitted by law, findmydove is not liable for any indirect, incidental, or consequential damages arising from use of the service.
8. Changes to these terms
We may update these terms over time. If we make material changes, we'll notify account holders by email. Continued use of the service after a notification constitutes acceptance of the updated terms.
9. Contact
- Support: support@findmydove.com (General support and advisor sales enquiries)
- Privacy: privacy@findmydove.com (Privacy questions and data protection requests)
- Legal: legal@findmydove.com (Legal notices and questions about these terms)