1. Information We Collect

We may collect the following personal information when you use our website or book a consultation:

Name

Email address

Phone number

Any information you voluntarily provide during booking

2. How We Use Your Information

We use your information to:

Schedule and manage consultations

Send appointment confirmations and reminders

Provide financial education services

Respond to inquiries and support requests

3. SMS Communications

If you opt in to receive SMS messages:

You will receive messages related to your appointment and financial education services

Message frequency may vary

Message and data rates may apply

Opt-Out: You can opt out at any time by replying STOP
Help: Reply HELP for assistance

Important: We do not share, sell, or rent your phone number or SMS opt-in data to third parties for marketing purposes.

4. How We Share Your Information

We do not sell or share your personal information with third parties for marketing.
We may share information only with service providers necessary to operate our business (e.g., scheduling platforms, CRM systems), and only to the extent required.

5. Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, or misuse.

6. Cookies and Tracking

Our website may use cookies or similar technologies to improve user experience and analyze website traffic.

7. Your Rights

You may request to:

Access the personal data we hold about you

Correct inaccurate information

Request deletion of your data

To make a request, contact us using the details below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

9. Updates to This Policy

We may update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date.