Privacy Policy

1. Information We Collect

We may collect the following categories of information:

• Information you provide: name, email address, phone number, financial goals, and quiz answers when you request a guide, complete an assessment, or schedule a consultation.
• Usage data: pages visited, time on site, referring URLs, browser type, device information, and IP address.
• Cookies and similar technologies: used to recognize your browser, remember preferences, and measure marketing performance.

2. How We Use Your Information

• To respond to your inquiries and deliver requested materials, guides, and results.
• To schedule and conduct consultations.
• To improve our website, content, and Services.
• To analyze marketing performance and optimize campaigns.
• To comply with legal obligations and enforce our Terms of Use.

3. Meta Pixel & Advertising Technologies

We use the Meta (Facebook) Pixel and similar advertising tools to measure the effectiveness of our ads, understand actions you take after interacting with them, and show you relevant content on Meta platforms. These tools may place cookies on your device and collect information including your IP address, device and browser data, and the pages you visit. Meta may combine this data with other information you have provided to Meta.

You can learn more about how Meta uses data and manage your privacy choices at Meta's Data Policy. You can also opt out of personalized advertising through the Digital Advertising Alliance or the settings in your browser or device.

4. How We Share Your Information

We do not sell your personal data. We may share information with:

• Service providers and platforms (such as our CRM and marketing tools) that process data on our behalf.
• Advertising and analytics partners, including Meta, to measure and optimize campaigns.
• Professional advisors where necessary to respond to your request.
• Authorities where required by law or to protect our rights.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

6. Your Privacy Rights

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal data, and to opt out of certain processing. To exercise any of these rights, contact us using the details below.

7. Cookies

We use essential cookies to operate the site and analytics/marketing cookies (such as the Meta Pixel) to understand performance. You can control cookies through your browser settings; disabling them may affect some site functionality.

8. Security

We implement reasonable technical and organizational measures to protect your data. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our Services are not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe we have collected such data, please contact us.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of the Services after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or your data, please contact us through the form on our site or by scheduling a consultation via the Book a Call page.