Privacy Policy

Contact information you provide, such as your name, phone number, or email, when you book an appointment, register, or reach out to a team member.

Appointment preferences, such as the topic, date, and time you request when booking a conversation with a team member.

Educational assessment responses, such as the answers you give in the Financial IQ quiz or the FNA questionnaire. These are used to generate educational, general-purpose feedback for you.

Referral or source information, such as which team member invited you or shared a link with you, where applicable.

Basic site and technical data collected automatically through normal web hosting, such as general usage and error logs, which help us keep the site secure and working correctly.

To provide the educational content, self-assessment results, and general guidance you request through our public tools.

To schedule, confirm, and follow up on appointments you request.

To allow an appropriately licensed team member to reach out about the educational topics you expressed interest in, using team-approved materials.

To coordinate service between the team member you are working with and, where relevant, their direct upline, so your request is not lost if that team member is unavailable.

Access is limited to the team member you are working with, relevant team leadership involved in service coordination, and site administrators who maintain the platform.

We do not sell your personal information to third parties.

We may use third-party service providers (for example, hosting or booking infrastructure) solely to operate the site, under confidentiality expectations consistent with this policy.

Content on this site, including the Financial IQ quiz and FNA, is for general education only. It is not financial, investment, tax, or legal advice, and it is not a personalized recommendation.

Any discussion of specific financial products only takes place with an appropriately licensed professional, using approved materials, and only after a suitability conversation appropriate to your individual situation.

Every individual's situation is different. Please consult a qualified, licensed professional (financial, tax, or legal, as appropriate) before making decisions based on anything found on this site.

You may ask us to correct inaccurate information, delete information you previously provided, or change how a team member follows up with you.

To make a request, please contact the team member you have been working with, or reach out through the booking page. We will respond to reasonable requests in a timely manner.

We may update this page from time to time as our tools and services evolve. This page is provided as a general description of our practices and does not represent a specific claim of compliance with any particular privacy law or regulatory framework.